Aileen B. Federizo, MSW, CLPF
Aileen B. Federizo is a licensed Private Professional Fiduciary and founder of ElderWell. She was appointed by California Governor Edmund G. Brown, Jr. to be an advisory committee member for the Professional Fiduciaries Bureau, which regulates professional fiduciaries throughout the state. She is appointed by the LA Superior Court judges to serve as the neutral fiduciary on complex, litigated matters.
She earned a BA in Psychology from University of California, Los Angeles and a Master’s of Social Work with a specialization in Gerontology and Administration from University of Southern California. She has worked at the Alzheimer’s Association, Jewish Family Service of Los Angeles, Little Tokyo Service Center, Didi Hirsh Mental Health Services, and WISE & Healthy Aging. Ms. Federizo served on the Professional Fiduciaries Bureau subcommittees for Education & Outreach and Licensing. She is a member of the National Guardianship Association and Professional Fiduciary Association of California.
Ms. Federizo has worked in the field of aging since 1992. She brings a wide range of experience gained from her work in conservatorships, trust administration, probate administration, long term care facilities, dementia education, as well as care and money management. Her professional fiduciary experience began when she worked at Jewish Family Services of Los Angeles’ conservatorship program where she managed the financial and personal affairs of older and disabled adults.
- Effectively works with families in conflict
- Prudently administers trusts and conservatorship estates
- Expertly administers decedents' estates through probate administration
- Creatively resolves problems
- Successfully manages estates/trusts of high net worth clients involving partnerships, businesses, commercial and residential real properties
- Knowledgeable about available community resources and benefits (Medicare, Medi-Cal, SSI, Regional Center)
- Respects diversities in ethnicity, race, religion, gender and sexuality
Ms. Federizo takes a multidisciplinary approach when providing services to her clients. Her team of experts includes probate attorneys, elder law attorneys, certified public accountants, certified financial advisors, geriatric care managers, geriatricians, geriatric psychiatrists, property managers (both residential and commercial) and others.
Aileen B. Federizo is a licensed Private Professional Fiduciary and founder of ElderWell. She was appointed by California Governor Edmund G. Brown, Jr. to be an advisory committee member for the Professional Fiduciaries Bureau, which regulates professional fiduciaries throughout the state. She is appointed by the LA Superior Court judges to serve as the neutral fiduciary on complex, litigated matters.
She earned a BA in Psychology from University of California, Los Angeles and a Master’s of Social Work with a specialization in Gerontology and Administration from University of Southern California. She has worked at the Alzheimer’s Association, Jewish Family Service of Los Angeles, Little Tokyo Service Center, Didi Hirsh Mental Health Services, and WISE & Healthy Aging. Ms. Federizo served on the Professional Fiduciaries Bureau subcommittees for Education & Outreach and Licensing. She is a member of the National Guardianship Association and Professional Fiduciary Association of California.
Ms. Federizo has worked in the field of aging since 1992. She brings a wide range of experience gained from her work in conservatorships, trust administration, probate administration, long term care facilities, dementia education, as well as care and money management. Her professional fiduciary experience began when she worked at Jewish Family Services of Los Angeles’ conservatorship program where she managed the financial and personal affairs of older and disabled adults.
- Effectively works with families in conflict
- Prudently administers trusts and conservatorship estates
- Expertly administers decedents' estates through probate administration
- Creatively resolves problems
- Successfully manages estates/trusts of high net worth clients involving partnerships, businesses, commercial and residential real properties
- Knowledgeable about available community resources and benefits (Medicare, Medi-Cal, SSI, Regional Center)
- Respects diversities in ethnicity, race, religion, gender and sexuality
Ms. Federizo takes a multidisciplinary approach when providing services to her clients. Her team of experts includes probate attorneys, elder law attorneys, certified public accountants, certified financial advisors, geriatric care managers, geriatricians, geriatric psychiatrists, property managers (both residential and commercial) and others.
London G. Zorita, CLPF
London G. Zorita is a licensed Private Professional Fiduciary who developed her fiduciary knowledge and skills under the mentorship of Aileen Federizo. What started as a simple position, managing the office of a blossoming professional fiduciary quickly became the catalyst of a newfound, lifelong passion of learning the dynamic and intricate world of probate and helping those in need.
Ms. Zorita earned a BS in Business Administration with an option in Business Law from California State University, Northridge. She then gained experience in finance and operations at a small travel agency, person to person experience in direct sales and life experience as an Auxiliar de Conversacion, teaching English in elementary schools in Spain. After returning stateside, she began her career at ElderWell and soon decided to pursue further education in the field. She received a professional certificate in Fiduciary Management from University of California Riverside Extension, then obtained her fiduciary license from the Professional Fiduciary Bureau of California.
Since 2013, she has learned the numerous aspects of fiduciary services, including conservatorships, trust administration, probate estate administration and beyond through hands-on work experience. She specializes in fiduciary accountings and asset management.
- Diligent attention to detail
- Outside the box thinker
- Problem solver
- Able to decipher and reconcile unorganized financial records
- Prudently manages finances
Amonda McKenzie, CLPF
Amonda McKenzie is a licensed Private Professional Fiduciary who began her work at Elderwell as a case manager, supporting clients with their financial and healthcare needs.
Ms. McKenzie earned a BA in Public Relations with a concentration in public health from Pepperdine University. Prior to obtaining her fiduciary license, she worked for the Illinois Department on Aging and Rush University Behavioral Health Program as a social worker providing inpatient, community and in-home support to seniors and adults with disabilities. She worked adjacent to the clinical team to implement interventions to prevent the unnecessary institutionalization of older adults.
- Effectively works with families in conflict
- Dedicated to using her knowledge and gifts to improve and maintain the quality of life of members of vulnerable communities
Cornelio M. Pasquil, MPT, CLPF
Cornelio M. Pasquil is a licensed Private Professional Fiduciary who brings a wide variety of experience to his work at ElderWell.
He earned a BS in Kinesiology from University of California, Los Angeles and a Master’s of Physical Therapy from University of Southern California. His prior career experiences include physical therapist at the West Los Angeles Veterans Affairs Medical Center, Century City Hospital and Brookdale Senior Living, Director of Rehabilitation Services at Century City Hospital, and entrepreneur in e-commerce.
Since 2011, he has helped develop and manage ElderWell's robust fiduciary services.
NOTIFICATION TO CONSUMERS
Professional Fiduciaries are licensed and regulated
by the State of California, Department of Consumer Affairs,
Professional Fiduciaries Bureau
Telephone and Website: (916) 574-7340 www.fiduciary.ca.gov
Professional Fiduciaries are licensed and regulated
by the State of California, Department of Consumer Affairs,
Professional Fiduciaries Bureau
Telephone and Website: (916) 574-7340 www.fiduciary.ca.gov