Professional Fiduciary | San Diego
Meet oUr team
At Mission Bell Fiduciary, we provide exceptional fiduciary services through a blend of legal and financial expertise. Our founder, Erich T. Wilson, holds a Bachelor’s of Science in Human Services and a Juris Doctor (JD) degree. With over 15 years of legal experience, Erich has managed trusts, probate, businesses, and real estate development, including land subdivisions. Erich’s expertise ensures that clients’ estates and finances are handled with precision. His background includes working in trusts and estates, litigation, and legal matters related to land development and SB9 legislation. This comprehensive knowledge helps us navigate complex legal and financial landscapes. We are committed to offering personalized fiduciary services that meet each client’s unique needs, fostering trust and confidence in our ability to manage your assets effectively.
Kristine Lumawag is a highly skilled CPA with over 20 years of corporate experience. She holds a Bachelor’s of Science in Accounting and an MBA. Kristine has extensive knowledge in accounting principles, financial reporting, budgeting, forecasting, and auditing. Her expertise in financial management and analysis provides valuable insights and recommendations to our clients. Kristine is a trusted professional and a reliable asset to Mission Bell Fiduciary.
Neo is our furry mascot! He loves long walks, belly rubs, and snuggles with his family. Neo is always a bright spot in our days and we are delighted to have him as part of our team. He's always ready to greet our clients with a wagging tail and a friendly smile