About Susan -

 

Susan Baer is a Professional Fiduciary licensed by the California Department of Consumer Affairs (License #606). She earned her Bachelor of Science degree in Applied Economics with honors at the University of San Francisco. Prior to founding Baer Fiduciary, she worked as the Chief Financial Officer and Administrative Officer of a SEC registered investment management firm. She has extensive experience working with investment professionals who provide high net worth individuals and institutional clients with financial advice and oversight. She has served as a Trustee for qualified retirement trusts, personal trusts, independent schools, industry and social organizations. She has been appointed personal representative, executor/administrator for estates and attorney in fact for a number of individuals. She was awarded a Certificate in Professional Fiduciary Management for Conservators and Trustees from California State University, Fullerton and is a National Certified Guardian by The Center for Guardianship Certification Association. Ms. Baer is also a General Member of Professional Fiduciary Association of California.

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