About Dusty White

Dusty White

family photo copy

DUSTY L. WHITE
Private Professional Fiduciary
National Certified Guardian

Objective:
My passion is to work in partnership with individuals, couples, and families and helping them maintain independence as long as possible. To provide services to enhance and complement the activities in which they wish to participate and provide the resources to handle the activities they wish to delegate.

Fiduciary Experience:
Since 2002, I have assisted people in all aspects of living, from personal shopping, transportation to appointments, medical advocate, move coordinator, bill pay agent, and more. In 2006, I transitioned to having a fiduciary practice and attended Cal State Fullerton to acquire certification. I was certified as a National Certified Guardian and Professional Fiduciary with the Professional Fiduciary Association of California after passing the required exams.

In 2008, when the State of California determined that a fiduciary should be licensed, I passed the exam and became licensed (number 103). The state requires all professional fiduciaries to file annual reports, obtain continuing education credits, operate under the rules of the California Probate Code, and adhere to the Professional Code of Ethics.

Before during and after licensing, I have served as conservator, trustee, successor trustee, attorney-in-fact, daily money manager, financial manager, caregiver, case manager, medical liaison and advocate, move coordinator, property manager, personal shopper, family mediator… and much more.

License:
Professional Fiduciaries Bureau, Department of Consumer Affairs, California Licensed Professional Fiduciary, License #103, since 2008.

Education:

  • PFAC Educational Conferences (since 2006)
  • Cal State Fullerton Certification programs: Professional fiduciary management for trustees (2006) and Professional fiduciary management for conservators (2006)

Associations and memberships:

  • Member of the professional fiduciary Association of California (since 2006)
  • Member of the National Guardianship Association (since 2006)
  • PFAC Silicon Valley Chapter President (January 2011 to present)

Presenter:

  • PFAC Educational Conference Presenter (2009): Topics: “Dealing With Difficult People”, “De-Stressing in a Stressful World”
  • PFAC Educational Conference Pre-Intensive Presenter (2010): Topic: “Dealing With Difficult People”

PRE-Fiduciary Experience and Education:

  • Adobe Systems Incorporated—management training, including “Managing Within the Law”, “Successful Termination” “Managing People and Projects”.
  • Hypnotherapy & NLP Trainer Certification
  • Management Consultant in Silicon Valley—train, coach, and troubleshoot technical and non-technical companies, such as UC Berkeley extension, Stanford University HEPL department, Transmeta Corp., Adobe Systems Inc., eVoice, Sakata Seed, Empowertel. 
  • Provide communication tools to managers and individuals to enhance business and personal relationships.
  • USENIX Association—tutorial trainer at USENIX Association technical conferences in Seattle, San Diego, New Orleans, Boston, and San Diego
  • Adobe Systems Inc., San Jose California consultant—consultant to CEO/Chairman of the Board and President in the development and production of keynote presentations at Macworld, Seybold, PC Expo, NAB, FOSE, Gutenberg, and other events.
  • Adobe Systems Inc., Mountain View California—Managerial positions including: creative services manager, Marketing Programs Manager, Speakers Bureau Manager, Print Purchasing Manager.


© Dusty White 2011