Meet Debra Regina

I was first introduced to the fiduciary profession nearly two decades ago while working alongside a Professional Fiduciary through my consulting business.  As I became more 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 people with intellectual disabilities. Later on, I became a partner and the Chief Financial Officer of a large-scale event production company that produced events nationwide for over twelve years.  These careers require strong organizational skills, knowledge of budgets, financial oversight, compassion and the ability to see the small details while retaining the broader interests of the client.  The fiduciary profession integrates all of these elements in one place in a meaningful way.

 

I have been providing fiduciary accountings and forensic accountings for over 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 is work I genuinely enjoy to do.

 

I hold 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).

 

In my free time I enjoy swimming, hiking, camping, reading, gardening and spending time with my furry friends.