About Stephanie


Stephanie is a California Licensed Professional Fiduciary, CLPF (license # 708, July 2013).

Stephanie brings a wealth of experience to the role of Fiduciary.  As an ordained Presbyterian clergy, she spent 23 years caring for people in crisis, and leading non-profit organizations.  She has proved trustworthy in stewardship of donor money.  She is known for skills in the areas of administration, project management, and conflict negotiation.  Caring, insightful, and winsome—Stephanie provides the empathy, clarity, and humor needed to guide any situation.

Her educational training is in the area of religion and psychology. She graduated with a B.A. in Communications & Religious Studies from University of California at Santa Barbara.  She finished a Masters of Divinity at Fuller Seminary in Pasadena, and a M.S. in Psychology at San Jose State University.

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Stephanie brings maturity and life experience needed for a role of great trust.  Married for 30 years, her husband, John, is a Certified Public Accountant (CPA) who has worked in executive roles in Silicon Valley high-tech companies.

Together, they have raised a son and a daughter.  Her passion is serving vulnerable people in our society, and this is reflected in her volunteer work the past four years—leading a team  to raise money for the Immanuel Refugee House and tutoring refugees in English skills.

Click here to read full resume for Stephanie Allen

CLPF—California Licensed Professional Fiduciary, through the California Department of Consumer Affairs Professional Fiduciary Bureau.  This requires passing a California exam, submitting to a life scan (finger-printing) and meeting the educational requirements (30 hours.)

Read more:  http://www.fiduciary.ca.gov

NCG—Nationally Certified Guardian, through the Center for Guardianship Certification.  This requires passing a national exam, submitting to a background check and approval of previous relevant experience.

Read more:  http://www.guardianshipcert.org

Fiduciary Certification program at UC Riverside, classes completed:

  • Introduction to Conservatorship of Person & Estate

  • Managing Estate Assets

  • Practical Aspects of Fiduciary Accounting



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