Meet Debra Regina

I became aware of the fiduciary profession almost ten years ago when I began working with a Professional Fiduciary as part of my consulting business.  As I became familiar with the work, I realized that the fiduciary profession blends all of my professional experiences together in one place.  I have worked in social services for many years and have directed programs for the developmentally disabled. Later on, I became a partner and the Chief Financial Officer of a large-scale event production company that produced events throughout the country for over twelve years.  These careers require organizations skills, knowledge of budgets, financial responsibilities, compassion and the ability to see the small details while retaining the broader interests of the client.  The fiduciary profession blends all of my professional experiences in one place.

 

I have been providing fiduciary accountings and forensic accountings for almost a decade.  I enjoy the details of creating a comprehensive overview of the trust’s financial transactions to keep the beneficiaries reasonably informed about its administration.  It’s work I truly enjoy to do.

 

I have a Bachelor’s degree in psychology from New York Institute of Technology and a Master’s degree in psychology from California Institute of Integral Studies.  I am a Licensed Professional Fiduciary and a member of PFAC (Professional Fiduciary Association of California).

 

I love animals and enjoy hiking, camping, reading and gardening.