About
Finerty Fiduciary Services, Inc
“I highly recommend Finerty Fiduciary Services. Cindy and her team are terrific in assisting our clients in any fiduciary capacity. They work extremely well with other advisors, and are diligent, responsive, honest and always have the clients’ best interest in mind.”
Kimberly T. Lee,
Estate Planning Attorney
Who We Are
Since 2005, Finerty Fiduciary Services has been serving the Coachella Valley as respected fiduciaries and trustees. We act as court-appointed Conservators, Guardians, and Trustees, as well as personal trustees and agents of Powers of Attorney. We are well-respected in trust and estate administration, including trusts with a variety of assets, such as stocks, bonds, insurance policies, raw land, leased land, real estate notes, commercial buildings and various partnerships.
We work with government agencies, attorneys, doctors, financial advisors, accountants, insurance brokers, real estate agents, and long term care companies, as well as directly with family members to make sure you or your loved one’s assets are always represented with integrity. We always work with the best interests of our clients in mind and are committed to serving you with the highest level of professional knowledge and ethics.
Whether serving as a professional fiduciary, mayor, council or board member fulfilling fiduciary responsibilities, taking care of that which Cindy has been entrusted, is a way of life for her. She possesses excellent management skills, is fair-minded, an independent thinker, experienced, resolute, respected, tenacious and dedicated to her clients. She enjoys tough cases and puts her heart and mind into the matter, viewing issues from all angles with an ability to see the big picture while having no fear of detail.
Meet Cindy Finerty
Cindy Finerty is a Professional Fiduciary licensed by the State of California, a National Certified Guardian, a former President and Board Member of Desert Estate Planning Council, business partner and principal with Finerty Fiduciary Services. Cindy serves as a court appointed Conservator, and Trustee, is bondable and well respected in the estate planning and trust administration arena. She administers trusts with a variety of assets including stocks, bonds, insurance policies, raw land, leased land, real estate notes, commercial buildings and various partnerships.
Cindy Finerty also acts as a personal representative and executor. She works with doctors, attorneys, financial advisors, government agencies, accountants, insurance brokers, real estate agents, long term care companies as well as family members. Finerty Fiduciary Services serves as an “advocate” for their clients whether it is simply paying their bills, dealing with health and life care issues or trust administration.
Mayor, Mayor Pro Tem, Council Member
City of Palm Desert
December 2006 – December 2012, Palm Desert, California
Cindy Finerty was elected to the Palm Desert City Council in November 2006 and previously served as a Planning Commissioner for over 8 years. She was re-elected in 2008 for a four year term.
Committee and Commission assignments:
- Member CVAG Energy & Environment Resources Committee 12/2006 – 12/2012
- Member CVAG Coachella Valley Conservation Committee 12/2006 – 12/2012
- Chair and Member Coachella Valley Animal Campus 02/2010 – 12/2012
- Chair and Member Palm Desert Planning Commission 02/1998 – 11/2006
- Member Palm Springs Art Museum Board 02/2010 – 12/2012
- Member General Plan Advisory Committee 02/2001 – 12/2003
- Chair Project Area 4 Committee 10/1995 – 02/1998
- Member Economic Development Advisory Committee 09/1995 – 02/1998
- Member Desert Willow Committee 11/1995 – 12/1997
Former Palm Desert Mayor and Councilmember, Buford Crites, said “Cindy is Palm Desert’s Best Choice for Council – Experienced, Independent, Thoughtful and a Person of High Integrity.”
President
Desert Breezes Homeowners Association
March 1995 – March 2006, Palm Desert, California
Cindy’s focus, as a board member, was fiscal responsibility, balanced budgets, preserving assets and enhancing quality of life.
Assistant to James A Grassman
James A Grassman Private Trust and Fiduciary Services
January 1998 – November 2005, Indian Wells, California
Cindy was mentored by James A Grassman, a long time, loyal friend who had over thirty years of experience in Trust, Probate, Conservatorship and Guardianship administration. Cindy was under Mr. Grassman’s tutelage with emphasis on producing a detailed accounting for the court.
Labor Relations and Human Resources Specialist
American National Can
January 1980 – June 1992, Vernon, California
Meet Ann
- Professional Fiduciary November 2021
- Administrative Assistant with Finerty Fiduciary Services from 2017 to November 2021
- Graduate of Concordia University, St. Paul, MN with a Bachelor’s in Vocal Performance
Meet Landon
- Professional Fiduciary November 2021
- Accounting Assistant with Finerty Fiduciary Services from 2017 to November 2021
- Graduate of Concordia University, St. Paul, MN with a Bachelor’s in History
Certifications
Professional Fiduciary
Current National Certified Guardian
Center for Guardianship Certification
