A Few Words

About Us

Exceptional Service

The True Statements (TTS)

We provide trusted fiduciary services, managing estates, trusts, and powers of attorney with integrity and care to safeguard assets and ensure compliance.

We also deliver reliable bookkeeping services, maintaining accurate financial records and clear reporting to support transparency and informed decision-making.

Both services reflect our commitment to professionalism, trust, and the highest standards of care.

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The True Statements (TTS)

Andrés Sempértegui, MBA.
Bookkeeping Certificate [#Placeholder]
Professional Fiduciary – California License # [Placeholder]
Member, Professional Association of Fiduciaries (PAFC)
MBA from Hult International Business School in San Francisco
Andrés brings more than 10 years of corporate experience in financial analysis and business management. Building on this foundation, he now provides fiduciary and bookkeeping services with the same professionalism and attention to detail that defined his corporate career. His background allows him to manage estates, trusts, and financial records with integrity, precision, and a deep commitment to client care.

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Book 30 min Free Consultation.