Charliana is a paralegal supporting both attorneys and clients in Trusts & Estate Planning and Trust Administration.
Charliana’s diverse background in finance, real estate, and psychology allows her to understand the complexities of how family dynamics reflect our choices in asset accumulation, preservation and legacy planning. She works with the attorneys and clients to ensure that their wishes are accurately reflected and carried out.
Charliana graduated “With Distinction” from UCLA’s Paralegal Certificate program, has been previously licensed with a Series 7 (Licensed Stockbroker) and Series 66 (Registered Investment Advisor), holds a Bachelor’s Degree in Psychology with Honors, and is a Notary Public. She is also a certified High-Conflict Mediator and is currently working on Health and Life Coaching Certifications.
When not working, Charliana enjoys adventuring with her two young sons, hiking, yoga, and cold plunging! Charliana loves sunshine, good coffee, reading things, learning things, and crossing things off her list!