Marsha Keeffer

I'm a Bay Area-based, California licensed private professional fiduciary.

A trustee managing multiple types of trusts, I also do estate administration and am a court-appointed conservator of estate and/or person.

My clients require a trusted agent who maintains confidentiality and oversees their business, financial, medical and/or personal affairs. I respect and enjoy working with people of diverse age groups, backgrounds, and cultures.

In addition to my fiduciary licensure, I hold an MBA in Finance, a BA in English, and a Certificate in Professional Fiduciary Management for Trustees.