Passion. Experience. Diligence.


Caitlin Cogan

Caitlin has immense passion for people and protecting their dignity. It is her objective to protect an individual at risk of financial exploitation or physical abuse. It is very important to ensure the least restrictive alternative is met for that individual. She strives to do everything to the best of her ability, to accommodate those in need of help, and to provide the best quality of life.

Activities & Affiliations

  • Professional Fiduciaries Bureau, License Number 974

  • National Certified Guardian

  • California State University, Fullerton - Professional Fiduciary Management

  • Board Member of Los Angeles Estate Planning Council

  • Member of Estate Planning Group Network