top of page

Brandy Gomez,CLPF, NCG

    California Professional Fiduciary                      National Certified Guardian
              

         Licensed and Bonded

Female with dark hair smiling

Before starting my Professional Fiduciary career, I worked for over a decade as a Certified Paralegal specializing in Trusts, Estates, Estate Administration and Probates. I have vast experience working with people with special needs, veterans and the aging adult community.

 

As a U.S. Navy Veteran, I served for 8 years during the Gulf War where I was stationed in Sasebo, Japan, San Diego and Coronado, California. My unique experiences abroad and domestic during my service has awarded me a diverse perspective which allows me to advocate for those who may be disadvantaged due to disability or age.

​

I believe that contributing to my community makes it a better and safer place for all citizens and am currently serving as an Ambassador for the Yucaipa Valley Chamber of Commerce, an Ambassador for the Department of Veterans Affairs Voluntary Services Department and Board member for Smiles for Seniors. 

 

I am an active member of The National Guardian Association, The Professional Fiduciaries Association of California, a Life Member of the Veterans of Foreign War (VFW) Post 7347 and the Yucaipa Valley Chamber of Commerce.

 

Accreditation:

California Licensed Professional Fiduciary 1171

National Certified Guardian 13133

Registered Legal Document Assistant, San Bernardino County 0414

​
 

M. Jason Ross,CLPF, NCG
 

California Professional Fiduciary
  National Certified Guardian

            Licensed and Bonded

Jason Headshotb 1_edited.jpg

Prior to my Professional Fiduciary career, I managed a local law firm successfully for over 15 years in addition to owning and operating a custom manufacturing business. 

​

I also served as the Chief Finance Officer for the Yucaipa Chamber of Commerce from 2013 to 2015 and 2021-2023. I have been a local resident of Yucaipa since 1994.

​

Working for an estate planning law firm allowed me to gain insight into the issues a lot of our aging, disabled adults and disabled children face on a daily basis and how difficult it may be for and the families who care for those individuals to obtain resources or services.

 

I became a Professional Fiduciary because wanted to do something meaningful that would impact the community that has supported me and offer support to the families and individuals who need guidance getting care and services for themselves and their loved ones.

​

Accreditation:

California Licensed Professional Fiduciary 1371

National Certified Guardian 14706

​

A PROUD MEMBER OF

Unites States Navy Symbol with the word Veteran under under the symbol.
CrossOfMalta_vector-color-with-white-reg.png
Words US Veteran owned business with a side view image of an eagle in red white an blue.
PFAC-Associate-Web-Ready symbol
NGA-Logo-Full-Color
Green Logo in the shape of mountains
Boy Playing with Blocks

With care and

Compassion

Services

Experience You Can Trust

Grey shield with red arrows around it pointing up
Computer tablet
Piggy bank with money going into its slit and an hourglass next to it.

Trust Administration and Estate Planning Services

Fiduciary Services

Financial Services

Testimonials

Bethany E.

“Thank you for the support and patience you have shown my Dad over many years; and for the support and patience you have offered me. I am able to safeguard my Dad and I appreciate the guidance you gave me.”

Contact

Schedule a Free Consultation

Thanks for submitting!

yucaipa-california-Uptown-2_f-1170x419.j
bottom of page