Pelletier Fiduciary Services

Monika Pelletier

Pelletier Fiduciary Services can provide you with professional and confidential trustee services that will put your mind at ease. I can make the process of ensuring your concerns are met and handled with the utmost integrity and care. I will take the time to explain all of the details to you and leave you with a feeling of confidence and security.

Finding the right Fiduciary for your family's needs can help to let you live your life in security, knowing your most precious assets are safe and sound.

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Service Area

Proudly serving Seminole County.

Contact Us

Monika Pelletier
Pelletier Fiduciary Services

Phone: (858) 335-4920

7025 CR 46A
Ste. 1071 #373
Lake Mary, FL 32746

Web: pelletierfiduciaryservices.com

About Us

Monika Pelletier is a Professional Fiduciary who began her fiduciary career as a Trust Associate by handling over forty 401(k) and Pension accounts with one of the largest banks in Southern California. She mentored under one of the most respected Professional Fiduciaries in San Diego, who was the Regional Director of the Southern California division of the Professional Fiduciaries Association of California (PFAC).

She has experience in handling Special Needs trusts, estate management and trust administration.

She held the title of San Diego Regional Director and sat on the State Board of the Professional Fiduciary Association of California (PFAC). She is currently a member of the Florida State Guardianship Association.