1185 Broadway Ave Ste. 2302, Seaside, CA 93955 United States
About Us
CEO and Founder - Karen Jan CLPF# 1185
RN, PHN, MSN and CLPF - Karen Jan, a Registered Nurse with extensive experience in the healthcare industry, has provided care management and advocacy services for many years. In 2021, she earned her CLPF license, enabling her to offer fiduciary services to individuals in need. Her profile is further enhanced by a unique blend of professi
RN, PHN, MSN and CLPF - Karen Jan, a Registered Nurse with extensive experience in the healthcare industry, has provided care management and advocacy services for many years. In 2021, she earned her CLPF license, enabling her to offer fiduciary services to individuals in need. Her profile is further enhanced by a unique blend of professionalism, built on a decade of experience owning and operating various businesses.
About Us
CFO and Partner - Rick Yates
Rick Yates is a seasoned business professional with a strong track record of success.
Throughout his career, Rick has focused not only on delivering results, but on building lasting relationships grounded in trust, respect, and integrity. His experience working closely with business owners, insurers, and teams has shaped a people-first a
Rick Yates is a seasoned business professional with a strong track record of success.
Throughout his career, Rick has focused not only on delivering results, but on building lasting relationships grounded in trust, respect, and integrity. His experience working closely with business owners, insurers, and teams has shaped a people-first approach—one that values listening, understanding, and doing what is right for every individual situation.
Known for his professionalism and steady, thoughtful approach, Rick brings both business insight and genuine care to everything he does. He believes that true success is measured by the positive impact made in the lives of others.
At Jan Fiduciary Services, Rick is committed to helping individuals and families navigate important decisions with confidence, compassion, and peace of mind.