Lacy Italiano, CLPF Lic. #PF1136

Lacy Italiano, CLPF Lic. #PF1136Lacy Italiano, CLPF Lic. #PF1136Lacy Italiano, CLPF Lic. #PF1136
Home
Client Portal
Service Fees
About Us
Contact

Lacy Italiano, CLPF Lic. #PF1136

Lacy Italiano, CLPF Lic. #PF1136Lacy Italiano, CLPF Lic. #PF1136Lacy Italiano, CLPF Lic. #PF1136
Home
Client Portal
Service Fees
About Us
Contact
More
  • Home
  • Client Portal
  • Service Fees
  • About Us
  • Contact
  • Home
  • Client Portal
  • Service Fees
  • About Us
  • Contact

Expert Fiduciary Services You Can Trust – Serving California

Expert Fiduciary Services You Can Trust – Serving CaliforniaExpert Fiduciary Services You Can Trust – Serving CaliforniaExpert Fiduciary Services You Can Trust – Serving CaliforniaExpert Fiduciary Services You Can Trust – Serving California
Get in Touch

Expert Fiduciary Services You Can Trust – Serving California

Expert Fiduciary Services You Can Trust – Serving CaliforniaExpert Fiduciary Services You Can Trust – Serving CaliforniaExpert Fiduciary Services You Can Trust – Serving CaliforniaExpert Fiduciary Services You Can Trust – Serving California
Get in Touch
Wreath of Olives

Welcome

At the heart of our fiduciary services is a commitment to honoring your values, wishes, and legacy. We work diligently to preserve your estate and maximize inheritance for future generations, with integrity and personalized care every step of the way.

Find out more

Why Choose Us?

Trusted Guidance When It Matters Most

Navigating probate and estate matters can be overwhelming—but you don’t have to face it alone. With years of experience and a deep understanding of California’s trust and estate law, I provide expert fiduciary services tailored to your unique situation. Whether you're managing a loved one's estate or need a reliable representative, my commitment is to make the process smooth, transparent, and stress-free.

Clarity, Integrity, and Peace of Mind

When you choose a fiduciary, you’re putting your trust in someone to act solely in your best interest. I take that responsibility seriously. Every decision I make is grounded in honesty, accuracy, and the highest legal and ethical standards. From complex trust administration to transparent financial reporting, I bring clarity to the process—so you can rest easy knowing everything is handled correctly.

Take Control—Without the Chaos

The legal and financial details of probate or trust administration don’t have to slow you down. I offer a proactive, streamlined approach that keeps you informed at every step. My goal is simple: help you move forward with confidence, knowing everything is in capable hands. Let’s transform a complex situation into a manageable one—together.

Contact Us

It's never too early to get started on your investment plans.

Connect with a trusted financial planner near you who specializes in fiduciary services and personalized wealth management. Our experienced team will help you create a tailored investment strategy to meet your goals and secure your financial future. Whether you’re planning for retirement, estate growth, or wealth preservation, working with a reliable planner ensures your assets are managed with care and expertise. Contact us today to take the first step toward achieving your financial goals.

Italiano Fiduciary

7851 University Avenue, La Mesa, CA, USA

(619)-460-4790

Hours

Open today

09:00 am – 04:00 pm

Get Started Today

Attach Files
Attachments (0)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Cancel

Subscribe

Sign up to hear from the best financial advisors near you!

Licensed, Bondable, and Insurable

Verify licenses at search.dca.ca.gov

  • Client Portal

Lacy Italiano, CLPF Lic. #PF1136

PO Box 16872, San Diego, CA 92176

(619)-460-4790

Copyright © 2025 Italiano Fiduciary - All Rights Reserved.

Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept