Gutierrez Fiduciary Services
Guiding families and professionals through complex financial and personal transitions with integrity, clarity, and care.
When individuals or families are faced with managing financial responsibilities during times of incapacity, transition, or loss, having a trusted fiduciary can provide stability and peace of mind.
With a background in commercial real estate lending and portfolio management, I bring a disciplined, analytical approach to fiduciary services—combined with a strong commitment to ethical responsibility and client-centered care.
I specialize in fiduciary matters involving real estate assets and supporting Spanish-speaking families.
What Sets My Practice Apart
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Real Estate Expertise
Extensive experience overseeing complex real estate assets, including income-producing properties and high-value portfolios.
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Financial Discipline
A career grounded in underwriting, risk assessment, and asset management informs every fiduciary decision.
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Bilingual Support
Providing clear, culturally aware communication for both English- and Spanish-speaking families.
-
Ethical Stewardship
A commitment to acting with integrity, accountability, and in the best interest of every client.
Who I Serve
I work with:
- Families navigating incapacity or loss
- Individuals requiring financial oversight and support
- Clients with real estate or complex assets
- Attorneys and advisors seeking a reliable fiduciary partner
Schedule a Confidential Consultation
or
Connect to Discuss a Client Matter
Ofrezco servicios fiduciarios en español para apoyar a familias que necesitan orientación clara y confiable en momentos importantes.
Trusts and Estate Lawyer
About Gutierrez Fiduciary Services
Professional Fiduciary Services Rooted in Trust, Experience, and Financial Expertise
Guiding families and professionals through complex financial and personal transitions with integrity, clarity, and care.
When individuals or families are faced with managing financial responsibilities during times of incapacity, transition, or loss, having a trusted fiduciary can provide stability and peace of mind.
With a background in commercial real estate lending and portfolio management, I bring a disciplined, analytical approach to fiduciary services—combined with a strong commitment to ethical responsibility and client-centered care.
I specialize in fiduciary matters involving real estate assets and supporting Spanish-speaking families.
What Sets My Practice Apart
-
Real Estate Expertise
Extensive experience overseeing complex real estate assets, including income-producing properties and high-value portfolios.
-
Financial Discipline
A career grounded in underwriting, risk assessment, and asset management informs every fiduciary decision.
-
Bilingual Support
Providing clear, culturally aware communication for both English- and Spanish-speaking families.
-
Ethical Stewardship
A commitment to acting with integrity, accountability, and in the best interest of every client.
Who I Serve
I work with:
- Families navigating incapacity or loss
- Individuals requiring financial oversight and support
- Clients with real estate or complex assets
- Attorneys and advisors seeking a reliable fiduciary partner
Schedule a Confidential Consultation
or
Connect to Discuss a Client Matter
Ofrezco servicios fiduciarios en español para apoyar a familias que necesitan orientación clara y confiable en momentos importantes.
Trusts and Estate Legal Team
Meet the team
I am a professional fiduciary based in Orange County with over 20 years of experience in banking, commercial real estate lending, and portfolio management. Throughout my career, I have overseen complex financial transactions and real estate assets ranging from $20 million to over $100 million, developing a disciplined approach to risk assessment, asset oversight, and sound decision-making.
I began my career at BBVA in my native Peru before earning my MBA from the University of California, Irvine. I later held roles as a portfolio manager and underwriter at KeyBank and Capital One, where I specialized in underwriting, portfolio management, and real estate-focused financial analysis.
I transitioned into fiduciary services to apply this experience in a more personal and meaningful way—supporting individuals and families during times that require both careful financial oversight and trusted guidance.
My approach is grounded in integrity, discretion, and accountability. I work closely with clients, families, and professional advisors to ensure that financial matters are managed thoughtfully and in alignment with each client’s best interests. I am also committed to serving Spanish-speaking families, providing clear communication and culturally aware support when it matters most.