Bringing Order to Life’s Transitions

Leadership

Nancy Thornton, CPA, CLPF

FounderNancy Thornton

Based on her business expertise and personal experience as a private trustee, Ms. Thornton founded Foster Thornton to provide objective, personalized services during life’s unexpected transitions. Foster Thornton’s core values are to protect the assets, interests, and dignity of its clients. This includes individuals, families, extended families, and small businesses.

In a financial career spanning three decades, Ms. Thornton has managed budgets in excess of $60 million and coordinated the financial and day-to-day operations of professional firms with hundreds of employees. She has served as Executive Director and Director of Finance for several large legal firms and as Chief Financial Officer for a $40 million venture capital fund. Early in her career, Ms. Thornton became a CPA while working in the Small Business Audit and Tax Department in the Los Angeles office of Arthur Andersen & Co. In addition to financial management, she has led organizations in the areas of human resource management, technology and operations.

Since founding Foster Thornton, she has successfully managed the financial affairs of individuals, families and small businesses. Ms. Thornton currently serves as Personal CFO for high net worth individuals, and as a fiduciary for trusts and estates ranging from several hundred thousand dollars to several million dollars. In addition to her business expertise, Ms. Thornton brings discretion, professionalism, and warmth to the highly sensitive matters handled by Foster Thornton.

Ms. Thornton’s credentials include:

  • Certified Public Accountant, License No. 39298
  • California Licensed Professional Fiduciary, License No. 135
  • Bachelor of Science in Business Administration, California State University, Los Angeles
  • Professional Designation in Professional Fiduciary Management for Trustees, California State University, Fullerton
  • Professional Designation in Human Resource Management, UCLA
  • Receivership Law & Practice, California Receivers Forum/Loyola Law School

Professional Organizations

  • California Society of CPA’s
  • San Diego County Bar Association
  • San Diego Estate Planning Council
  • San Diego Lawyers Club
  • California Receivers Forum
  • Professional Fiduciary Association of California