We help busy adults, their aging parents, those in transition, and others by managing their financial affairs, administering their trusts and serving as Power of Attorney on their behalf. Among other things.
At Bedrock Fiduciaries, we believe a company is no better than its guiding principles and the degree to which those are adhered to... and that the same applies to people.
Every licensed fiduciary has a legal obligation to act in their clients' best interests, and anyone carrying out such a role - be they a friend, family member, or another professional, regardless of training, licensure or background - has a moral obligation to do so.
The fiduciary standard is just the beginning, however. Beyond acting faithfully, we see our role as one that should inspire confidence, bring comfort to those who rely upon us, and improve the state of affairs for all matters entrusted to us.
Eugene Brown (Gene) is a professional fiduciary and daily money manager who works with adults helping their aging parents, busy professionals, and high net worth clients to take the stress out of managing personal affairs and overseeing trusts. Gene believes that this type of service deserves a personal touch, yet can be done most efficiently and effectively using state-of-the-art tools. He is a California Licensed Professional Fiduciary (CLPF) and a National Certified Guardian (NCG).
Prior to founding Bedrock Fiduciaries in 2019, Gene spent the majority of his 25+ years working for a variety of automotive OEM's ranging from Ford Motor Company to Nissan North America. He successfully launched the all-new F-150 while serving as F-Series Brand Manager, departing Detroit for the west coast on the heels of record sales and profits. He holds an M.B.A. from the University of Chicago's Graduate School of Business (now Booth) and earned his B.A. from Williams College in Williamstown, MA.
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