AI Fiduciary

Categories
Workforce SolutionsEstate PlanningFinancial Services
Hours:
Monday–Friday: By Appointment
Evening appointments available upon request.
Driving Directions:
Serving clients throughout Solano, Napa, Sonoma, Marin, Contra Costa, and surrounding Northern California communities. Meetings available by appointment.
About Us
AI Fiduciary provides independent fiduciary services throughout Northern California, helping seniors, families, attorneys, and professionals navigate trust administration, conservatorships, estate settlement, and financial decision-making. As a Licensed California Professional Fiduciary, Isaiah Abeyta is committed to serving clients with integrity, professionalism, and compassion while providing objective guidance during some of life's most complex transitions. Whether acting as trustee, conservator, agent under a power of attorney, or in another fiduciary capacity, AI Fiduciary works closely with families and trusted advisors to protect clients' interests and promote long-term financial and personal well-being.
Rep/Contact Info
Isaiah Abeyta
Founder
- Phone: (707) 373-5915
- Send an Email
- 3505 Sonoma Blvd Ste 20-283 Vallejo CA 94590