Roseville, Rocklin, Lincoln, Auburn
Licensed Professional Fiduciary Services in Placer County
Planning for life’s next chapters brings deeply important decisions. At Concierge Fiduciary Services, we offer a highly personal, dedicated, and specialized level of care to families across South Placer and the surrounding foothills. As licensed professionals, we step into fiduciary roles with a commitment to proactive communication, objective guidance, and unwavering dedication to your peace of mind.
Whether you are looking ahead to secure your own future or navigating a complex family transition during a time of crisis, our team provides the expert structure and compassionate support you deserve.
Meet Your Placer County Fiduciary Team
We believe in a holistic, team-based approach to client care. By anchoring our services locally, we ensure that you always have direct access to a licensed professional who understands your community and your unique needs.
Heidi Steinke, Professional Fiduciary
Heidi is a California licensed attorney (not practicing law) whose careful decision-making and astute nature make her perfectly suited to serve as a Professional Fiduciary. Her exceptional qualifications are highly valued by her clients and fellow professionals alike. Based right here in Placer County, Heidi brings deep ethical integrity, a sharp analytical mind, and a warm, genuinely kind personality to every engagement.
Jenny Elizarraraz, Professional Fiduciary
Serving the Rocklin and Roseville area, Jenny combines technical, "CPA-style" financial precision with the clear communication skills of a former teacher. Her background brings both meticulous organization and a deeply human, compassionate touch to her work as a Professional Fiduciary.