Matthew Schmelzer

 

Member profile details

Membership level
Designated Member
 

Preferred Contact Information

First name
Matthew
Last name
Schmelzer
Professional/Academic Designation(s) (for Badge)
CFA
Company
MSU Fiduciary Partners
Position/Title
Private Professional Fiduciary
Phone
925.259.7759
 

Member Profile

Membership Categories
  • Trust Officer of Private Fiduciary
Years of Experience
18
Statement of Involvement in Estate Planning
Currently serving as a private professional fiduciary at MSU Fiduciary Partners. Our goal is to provide our clients with the highest level of service and support possible. We work diligently to ensure that our clients’ wishes are carried out according to their trust or estate plan, and we make decisions in their best interests always.
Powered by Wild Apricot Membership Software