Sarah Trejo

Practice

I’m a licensed professional fiduciary with 16 years’ experience owning and operating a financial planning office (was not the CFP, however). I walked several clients through trust administrations and left the field after the practice was sold to pursue fiduciary work because it aligned so well with my skills and experience. I focus primarily on trust administration and acting as POA of finance, and enjoy being able to help people based on the knowledge and expertise that I have.

Areas of work

• Administering estates and trusts
• Preparing fiduciary accountings
• Probating wills and administering estates

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.