Pais Montgomery Fiduciary Employee Directory

Individual and Family ServicesUnited States2-10 Employees

Our team of California-licensed professional fiduciaries offers a broad and diverse range of professional experience which enables us to provide a level of specialized, responsive services for your clients which simply cannot be matched by the trust divisions of major banks. The principals of PMF, Jack Montgomery and Jodi Pais Montgomery, have built a thriving Southern California-based practice which provides expert, reliable, and insightful case management.

PMF’s professional staff offers expertise in running businesses, working with limited partnerships, resolution of contentious family issues, maximizing and protecting the value of intellectual property rights, real estate management, and developing and executing plans to optimize trust finances. Plus we’re bilingual, so your native Spanish-speaking clients will be able to work with someone who speaks their language.

Find Pais Montgomery Fiduciary employees' phone numbers or email addresses

Pais Montgomery Fiduciary Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Pais Montgomery Fiduciary's Leadership

  • Stylized image of a person
    J. B.
    Care Manager
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  • Stylized image of a person
    D. B.
    California Licensed Fiduciary
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  • Stylized image of a person
    J. M.
    Professional Fiduciary
    Phone icon
  • Stylized image of a person
    J. M.
    Licensed Professional Fiduciary
    Phone icon

Contact profiles from Pais Montgomery Fiduciary

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B.
    Care Manager
    Phone icon
    United StatesCalifornia
    Jun 05, 2025
  • Stylized image of a person
    D. B.
    California Licensed Fiduciary
    Phone icon
    United StatesCalifornia
    May 31, 2025
  • Stylized image of a person
    J. M.
    Professional Fiduciary
    Phone icon
    United StatesCalifornia
    Jun 15, 2025
  • Stylized image of a person
    J. M.
    Licensed Professional Fiduciary
    Phone icon
    United StatesCalifornia
    May 25, 2025

Frequently Asked Questions

What is Pais Montgomery Fiduciary known for?

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Pais Montgomery Fiduciary was founded in 2010 operates in the Individual and Family Services industry. The company's main headquarters is located in 1443 E. Washington Blvd. - #644, Pasadena, CA 91104, US. Explore Pais Montgomery Fiduciary's company overview page for more information.

What is Pais Montgomery Fiduciary's most common email format?

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Pais Montgomery Fiduciary employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pais Montgomery Fiduciary email formats with LeadIQ.

How many employees does Pais Montgomery Fiduciary have currently?

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Pais Montgomery Fiduciary has approximately 9 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Pais Montgomery Fiduciary's key employees and leadership?

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As of October 2025, Pais Montgomery Fiduciary's key employees include:

  • Care Manager: J. B.
  • California Licensed Fiduciary: D. B.
  • Professional Fiduciary: J. M.
  • Licensed Professional Fiduciary: J. M.

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