Soloway Fiduciaries currently administers over twenty-five trusts and estates.
California Licensed Professional Fiduciary License No. 180
Elizabeth Soloway attended New York University’s Tisch School of the Arts and the University of California, San Diego where she graduated cum laude and received her B.A. in Theater Arts. While pursuing her interest for theater in Los Angeles, Elizabeth was the Business Manager of a trend jewelry manufacturer with 2+ million in sales a year and a factory in Mexico. Subsequently she became a consultant for businesses setting up bookkeeping and inventory systems. She earned a certificate in Fiduciary Management of Trusts from California State University, Fullerton and worked in the office of an Independent Fiduciary in Pasadena from 2002 to 2003.
Elizabeth moved back to the Bay Area in 2004 and joined her father, Leonard Soloway, C.P.A., in his fiduciary practice. In 2008 Leonard and Elizabeth became partners and formed Soloway Fiduciaries, Inc. Elizabeth’s creativity and relish of numbers and people are the perfect combination for her work as a fiduciary. She is known for her professionalism, empathy and attention to detail. Elizabeth is a California Licensed Professional Fiduciary with the State of California Professional Fiduciaries Bureau. She is a member of the Professional Fiduciary Association of California and the Estate Planning Council of Diablo Valley. Elizabeth administers over twenty-five trusts, private and court appointed. She is bonded by both Phillips Bonding and Bond Services of California.
Elizabeth Soloway has worked with many probate and trust attorneys. Please ask for professional references.
MBA, Accounting and Finance
Mark Soloway has a Bachelors magna cum laude in Electrical Engineering and Computer Science from UC Berkeley, a Master's in Electrical Engineering from Stanford University, and an MBA, with emphasis in accounting and finance, from American InterContinental University, where he was recognized as a distinguished alumnus. Mark has experience in multiple business areas, including software development management, international import/export, angel investment and private investment due diligence, professional equities trading as a series 7 licensed employee of a stock brokerage firm, and advisory and board positions in organizations ranging from a health care charity to technical products and services companies. Mark has been successfully investing and trading in stocks, bonds, options, and commodities since the early 1990s.
As a consultant to Soloway Fidcuiaries since mid-2010, Mark provides investment due diligence and trust management consultation.