John B. Douglas



For the last 8+ years John has been the business operations manager, general manager and agent for large trusts, partnerships, estates, and a significant conservatorship. He's also had a 15-year career in telecommunications  industry with various roles from national account sales to vice president and general manager. He was the primary stock holder and president of a wine distributorship, and the owner of two sole proprietorships.

John has an extensive background in estate financials, estate accounting,  operations and investment strategies. He is uniquely experienced with large and complex estates.   


  • University of San Francisco, Bachelors of Science,  Information Systems Management 
  • California State University, Fullerton  Certificate in Professional Fiduciary Management for Trustees 
  • Center for Guardianship Certification National Certified Guardian 
  • Professional Fiduciaries Bureau Licensed  California Professional Fiduciary  
    • No. PF 1008