About Us

Richard Zamora

Principal, CPA

CA Licensed Fiduciary #1244

Richard “Rick” Zamora - Principal, CPA & Fiduciary

  • Licensed - California professional fiduciary #1244

  • Licensed CPA (non-practicing)

  • Member - Professional Fiduciaries Association of California

  • Member - National Guardianship Association

  • Member - American Institute of Certified Public Accountant

Rick has a solid foundation as a CPA and industry CFO. He has a keen understanding of financial intracacies ensuring Clients receive the highest level of fiduciary services. Rick is a dedicated member of the finance committee and two-time former board member for St. Madeline Sophie’s Center serving the special needs population.

Sophie Zamora

Fiduciary

CA Licensed Fiduciary #1475

Sophie Zamora - Fiduciary

  • Licensed - California professional fiduciary #1475

  • Education - Bachelor of Science - University of California Riverside

  • Member - Professional Fiduciaries Association of California

Sophie is in her second year of service with Trusted One Fiduciary and works hand-in-hand with Rick on Trusted One’s Clients. Prior to her entry into the fiduciary realm, Sophie devoted her time to working with children and the special needs population.