About Sharmane estolano

Sharmane Estolano - SE Fiduciary Services - Licensed Fiduciary

Welcome to SE Fiduciary Services, where integrity, dedication, and a deep commitment to your financial well-being are at the core of everything we do.

I’m Sharmane Estolano, and I bring a wealth of experience in fiduciary services, bolstered by a strong background in retail and commercial banking. My career has been dedicated to helping individuals and families navigate the complexities of financial management with confidence.

With decades of experience in the financial sector, I have held key roles in both retail and commercial banking. These positions required a high level of trust, ethical decision-making, and a deep commitment to serving clients with integrity. 

As a banker, I was entrusted with managing substantial assets, providing sound financial advice, and ensuring that clients’ needs were met with the utmost professionalism. This experience has been invaluable in my transition to fiduciary services, where the principles of trust, transparency, and accountability are paramount.

In addition to my banking experience, I have been deeply involved in public service in Chula Vista, serving on the board of the County of San Diego, Sweetwater Planning Group, and the Sweetwater Valley Civic Association. These roles have further refined my skills in governance and community leadership, making me uniquely qualified to handle the complexities of fiduciary responsibilities.

In my personal life, I am the mother of three grown children, all enjoying success in their chosen professions, and a doting grandmother to two adorable granddaughters.  I'm fortunate that they all live nearby.  My household includes my two canine rescues, Tiny and Fifi, and lots of room for family gatherings. 

At SE Fiduciary Services, my approach is rooted in the same principles that guided my banking career: acting in your best interest with integrity and diligence. I understand that each client’s situation is unique, and I am committed to providing personalized, comprehensive fiduciary services. My goal is to give you peace of mind, knowing that your financial affairs are being managed by someone who understands the importance of trust and ethical stewardship.

• Trust Administration: Ensuring your trust is managed and distributed according to your wishes.
• Estate Management: Comprehensive management of all aspects of your estate, from planning to execution.
• Power of Attorney: Providing reliable representation for your financial and healthcare decisions.
• Conservatorship: Managing the affairs of individuals who are unable to do so themselves with compassion and integrity.

Choosing the right fiduciary is one of the most important decisions you can make. With a proven track record in both banking and public service, I bring a unique blend of financial expertise and community-focused leadership to the table. My experience, combined with a personalized approach, ensures that your financial affairs are in trusted hands, and managed with the highest level of integrity and professionalism.

I invite you to reach out and discuss how I can assist you with your fiduciary needs. Together, we can create a plan that protects your assets and provides for your loved ones, giving you the confidence and security you deserve.