Richard Huntington

Richard Huntington is a partner with Professional Fiduciary Services (PFS) since 2007. Mr. Huntington is part of a select group of individual licensed fiduciaries founded by Peter Kote. As a California Licensed Professional Fiduciary, Richard offers personable, ethical, and quality service to his clients. His fiduciary capacities include: trustee of simple and complex trusts, including charitable remainder, special needs, and federal Bankruptcy Court plan trusts, as receiver, as executor, as administrator, and as agent under both power of attorney for finance and advance health care directive documents.

Richard holds the Certified Financial Planner (CFP) designation. The CFP designation affords a specialized knowledge of financial planning, asset allocation, business structure, and estate planning. Richard has also passed Level I of the Chartered Financial Analyst (CFA).
With his many years of experience, Richard excels at managing and working with professionals for every situation. He manages all business structures and corporations for the client, navigates complex family dynamics, and works closely with CPA’s, financial advisers, lenders, property and business managers, doctors and care managers.

Since joining the PFS, Richard has served as moderator for Peter Kote’s “It’s Your Money” and “It’s Your Estate” workshop programs. The workshops are held at area senior centers to educate the community in financial and estate planning. Encouraging the students to control and formulate their own financial and planning decisions. Richard has been a featured guest on the radio show “Where There’s a Will, There’s a Way” hosted by Brian Berg and Howard Serbin to discuss roles of a private professional fiduciary. Richard has presented for CalCPA on “Role of the Fiduciary.”

Richard graduated from California State University Fullerton (CSUF) with a degree in Business Administration concentration in Finance.

Richard serves as treasurer for Orange County Chapter of Professional Fiduciary Association of California. Richard is a member of Orange County Estate Planning Council, California Receivers Forum, Orange County Bar Association Trust and Estate, Conservatorship, and Elder Law sections, Probate Attorneys of San Diego, Orange County Chapter of Association of Fundraising Professionals.

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