John Wheeler

Fiduciary

SF Bay Area Fiduciary

I specialize in the Fiduciary needs of the LGBTQIA+ community in the greater San Francisco Bay Area.

California Licensed Professional Fiduciary (CLPF) #1481
National Certified Guardian
Member, Professional Fiduciary Association of California (PFAC)
BS, Physics

Services:

  • Trustee
  • Powers of Attorney
  • Personal Representative
  • Money Manager / Bill Payer

I also offer the following services that are not traditional Fiduciary services:

  • Bank, grocery shopping, and hardware store and post office visits.
  • Crypto-currency assets (accounting for and/or education about).
  • Escorting to—and note-taking and advocacy during—medical appointments.
  • Escorting to personal grooming and maintenance appointments (barber and hair salon visits, manicures/pedicures, massages, podiatrists, etc.).
  • Fraud, cyber-security, and privacy education and consulting.
  • Hoarder estates (which usually entail specialized approaches and management).
  • Personal organization services for overall home management (collectibles, garages, hobby rooms, homes, libraries, etc.).

Horizons Foundation offers these lists as a resource and not as an endorsement of the qualifications or services of any individual, partnership, corporation, or any other entity listed. We advise you to conduct your own investigation before engaging the services of any of the advisors listed.