Karen founded Bishop Fiduciary in 2013 in order to provide trust and estate services to individuals and families in California, as well as a comprehensive suite of services that a corporate trustee cannot provide. Many clients need additional services to continue living independently in their home, or they need fiduciary services to protect them from others. Karen is able to offer both, and so much more.
Before 2012, Karen worked exclusively in wealth management divisions of several financial institutions in the Bay Area. She had the privilege of being introduced to the world of trust and estate services working at Citibank in 1997. While there, Karen worked closely with ultra-high net worth clients and their trusted advisors. Her clients were some of the most prestigious, well-educated and well-traveled who demanded the highest level of customer service.
In 2001, Karen began working with trust clients at Bank of the West. Many of her clients were successful, self-made millionaires. She worked closely with their trusted advisors to ensure services at the Bank coordinated with their estate plans. While at the bank, Karen also provided trustee services for special needs trust clients. She enjoyed working with such courageous families and developed many types of contacts and resources to make sure clients were able to live independently and safely in their own homes.
Karen moved to Mechanics Bank in 2007, where she honed her skills working with the Bank’s trust clients. She further deepened her financial and trust knowledge in order to be of service to and attentive to their particular needs, and continued to expand her resources so that she could also better service her special needs clients.
Before launching her financial career, Karen taught sociology at various colleges in Virginia and the Bay Area. Her love of learning and passion for teaching continues today as she works to educate and inform clients.
Karen’s commitment to teaching extends to the community. She invites individuals and families to contact her with any questions they have about their current estate plans. Karen can provide referrals for attorneys and other estate planning professionals as needed, and she is happy to review your current estate plans to make sure you are “trustee ready.”