I started TDM Trust in 2016 to offer fiduciary and financial planning services in San Diego County. Fiduciaries advocate for and protect the interests of their clients. They serve the elderly who can no longer care for themselves as well as independent people who need assistance making sound financial and day-to-day decisions. Fiduciaries serve as a bridge between you, your family, health care providers and attorneys. A fiduciary can be hired privately or appointed by the court.
I also offer comprehensive financial planning to my clients that enables them to meet their short and long-term goals through cash flow and debt management, retirement planning, education funding, tax planning, estate planning, risk management and investment management.
I am registered with the State of California, Department of Business Oversight. I am a fee only firm and do not sell financial products or receive commissions or referral fees. I adhere to the Code of Ethics and Professional Responsibility adopted by the CFP® Board of Standards. Those principles include integrity, objectivity, competence, fair treatment, privacy, professionalism and diligence.