Cemetery Endowment and Preneed Investment Planning
I provide prudent, comprehensive investment planning services and personalized guidance for cemetery and funeral home professionals. Keeping current with State Code regulations, I have extensive experience working in the death care industry for more than 26 years. I currently am managing more than 35 Endowment & Preneed Trusts throughout California. After assessing my clients’ needs and objectives, I seek to ensure best practices, including:
I am an active a member of the California Association of Public Cemeteries (CAPC), California Special Districts Association (CSDA), Cemetery and Mortuary Association of California (CMAC), and International Cemetery, Cremation and Funeral Association (ICCFA).