Betty DeKovner, MBA, CLPF
Phone: (949) 350-8868
Fax: (949) 365-0528
Betty DeKovner is a licensed, bondable private fiduciary associated with Professional Fiduciary Services (PFS) of Laguna Hills, California. PFS is a group of independent professional fiduciaries who work together acting as Trustees in Living Trusts, Personal Representatives in Wills, Agents for Advanced Health Care Directives and Powers of Attorney for Assets for individuals and families requiring these services.
Betty is an experienced fiduciary currently serving as successor trustee for young adults as well as elderly individuals who have no children. She has experience with Lifetime Income Beneficiary Trusts and Conservatorships. She also serves as an independent fiduciary to help families that are involved in disputes and litigation.
Prior to becoming a professional fiduciary, she was the Marketing Research Manager for Meguiar’s Inc., responsible for $100 million in new business development, new product planning, and sales/inventory forecasting for this major auto supply firm. Before joining Meguiar’s, Betty managed quantitative and qualitative research studies for the Gallup Organization and Pioneer Electronics. She also worked at Wells Fargo Bank helping seniors with mortgage service needs.
Her educational background includes a Masters degree in Business Administration (MBA) from Pepperdine University and a Bachelor of Arts in Mathematics from California State University, Fullerton. She completed the Certified Financial Planner (CFP) program at the University of California, Irvine.
Her charitable work includes projects at the Florence Sylvester Senior Center, Age Well Senior Services, Lakeview Senior Center of Irvine, Women Helping Women, and Toastmasters International. She has also moderated Peter Kote’s “It’s Your Money” and “It’s Your Estate” workshops throughout Orange County.
Betty is married to Michael R. DeKovner, Principal of MRD, Inc., (a fee-only Registered Investment Advisor firm), and lives in Ladera Ranch with Macy, their tri-colored beagle. Her hobbies include reading, travel, yoga, spirituality and film.