Financial, Insurance, Legal – Professionals who assist seniors and their families with financial, insurance and legal matters.
Finances: Accounting, bookkeeping, taxes
Insurance: Medical, Supplemental, long-term care and life insurance
Legal: Advice and assistance including mediators, fiduciary, notary and attorneys who specialize in eldercare, estates, trusts and probate
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Chris Glaeser, MBA, CDMM, CLPF #1282
License(s): CA Licensed Professional Fiduciary #1282
Certified Daily Money Manager for Seniors, Trust, Conservatorships. Manage the day to day bill payments, budgets, cash flow for Seniors.