California Licensed Professional Fiduciary and Trustee Explained

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  • What is a Fiduciary?
  • Trust Adminstration
  • Spendthrift Trusts
  • Special Needs Trust (SNT)
  • Health Care Directives
  • Power of Attorney
  • Fiduciary Services
  • About Sharmane Estolano
  • About Brett Perkins
  • Fee Schedule
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  • More
    • Home
    • What is a Fiduciary?
    • Trust Adminstration
    • Spendthrift Trusts
    • Special Needs Trust (SNT)
    • Health Care Directives
    • Power of Attorney
    • Fiduciary Services
    • About Sharmane Estolano
    • About Brett Perkins
    • Fee Schedule
    • Contact Us

  • Home
  • What is a Fiduciary?
  • Trust Adminstration
  • Spendthrift Trusts
  • Special Needs Trust (SNT)
  • Health Care Directives
  • Power of Attorney
  • Fiduciary Services
  • About Sharmane Estolano
  • About Brett Perkins
  • Fee Schedule
  • Contact Us

Brett Perkins, CLPF 1455

Brett Perkins spent many successful years in the finance industry, but it was his personal experience helping family members navigate elder care and trust administration that led him to his true calling: becoming a professional fiduciary.


Whether advocating for quality care or handling the details of estate matters, Brett learned firsthand how overwhelming and emotional the process can be—and how valuable it is to have someone reliable by your side. 


As a licensed professional fiduciary, he now provides that trusted support to others, guided by legal duty, compassion, and integrity.


Brett has lived in Chula Vista most of his life and now resides in Bonita with his wife, Colleen, and their dog, Maple.


If you have questions about trust management, powers of attorney, or fiduciary services, Brett welcomes the opportunity to connect and offer practical insight to help you move forward with confidence. 


Reach out to Brett today at 619.931.8048.

Finance meeting with graphs, charts, calcualtor and laptop.

Education

LIPSCOMB UNIVERSITY | NASHVILLE, TN

Licenses

CALIFORNIA LICENSED PROFESSIONAL FIDUCIARY

DCA License #1455

NATIONAL CERTIFIED GUARDIAN

Certification #15482

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SOUTH COUNTY FIDUCIARY SERVICES

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