Under Ms. Kittredge’s leadership, CSC Fiduciaries, Inc. has grown from a sole proprietorship established in 2008 to a full-service fiduciary corporation in 2017. Ms. Kittredge attributes her success to building the right team. Early on, Ms. Kittredge recognized the need to partner with other licensed fiduciaries to address the growing demand for fiduciary services while creating a healthy work-life balance. Her first partner, Diana Lowe, joined Ms. Kittredge in 2013 changing the business to a Partnership. In 2016, Jill Judson joined the firm and in 2017 CSC Fiduciaries, Inc. was formed. The firm has also added key professional staff contributing to the overall success in becoming an industry leader. Ms. Kittredge’s philosophy is to focus on creating an environment that fosters growth and opportunity for employees, so that they have the tools and support to serve our clients.
Prior to becoming a fiduciary, Ms. Kittredge worked in the insurance and financial services industry holding Securities and Exchange License Series 7, 66, and 63. It was over the course of several years helping people with their investments that Ms. Kittredge saw firsthand the needs of seniors who had difficulty with the day to day matters of paying their bills and attending to their own personal needs. Fortunately, a friend and estate planning attorney told her about the Professional Fiduciary industry and the course was set to embark on the business Ms. Kittredge was meant to have, a California Licensed Professional Fiduciary.
Ms. Kittredge holds a BA with Honors in Psychology from UC Berkeley in 2001. She also received an AA with Honors from Diablo Valley College in 1998. She is a General Member of the Professional Fiduciary Association of California (PFAC). She currently serves as a Director at Large for the State Board of Directors for PFAC and had previously served as the President of the PFAC Chapter.
In her free time, Ms. Kittredge enjoys walking her dog, gardening, singing in her church choir, and hosting family gatherings. She has been married to her husband, Paul, for 34 years, has two adult children who are married and having families of their own. Her greatest joy is being a grandma to her four grandchildren.