Courtney is a dedicated, loyal, dynamic and experienced fiduciary. She puts her clients first every time, and in doing so is a wonderful advocate. Her breadth of knowledge and personal touch make her both efficient and friendly.
Fiduciary Services in Santa Barbara
Welcome to Channel Islands Fiduciary Group, a trusted steward of individuals and their estates located in beautiful Santa Barbara, California. With our expertise in private professional fiduciary services and personalized approach, we deliver unparalleled solutions for elder and dependent adult care, and asset management.

Channel Islands Fiduciary Group Blog
What’s It Like to Turn 65 in 2024?
"As the boomers’ ‘silver tsunami’ crests, the age once synonymous with retirement means something very different" "Entering the era of ‘Peak 65’ In 2024, the country will see “the beginning…
Reporting Medicare fraud & abuse
"Medical identity theft is a serious crime that happens when someone uses your personal information without your consent to commit Medicare fraud or other crimes. Use the following tips to…
How to Avoid Family Disputes Over Large Estates
"Estates of high-net-worth individuals tend to be more prone to family inheritance disputes as family members seek a share of what could be a substantial inheritance. Unfortunately, the conflicting interests…
Protect Yourself from Scams
"Be on the lookout for fake calls, texts, emails, websites, messages on social media, or letters in the mail." Social Security-Related Scams "Criminals continue to impersonate SSA and other government…
Five Smart Moves to Make Before Tax Day
"With Tax Day fast approaching, now is the time to ensure your financial house is in order. Whether you’re looking to lower your tax bill, boost your savings, or simply…
How taxpayers can protect themselves from gift card scams
"Scammers may target taxpayers by asking them to pay a fake tax bill with gift cards. People should remember that the IRS never asks for or accepts gift cards as payment for…