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Nancy Thornton
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LEADERSHIP

Nancy Thornton, CPA, CLPF
Founder

Nancy Thornton photoSince Ms. Thornton founded Foster Thornton in 2005, she has successfully managed the financial affairs of individuals, families and small businesses. She has served, and is serving, as successor trustee and financial power of attorney for all sizes of trusts and estates ranging from a few hundred thousand dollars to several million dollars.

Prior to founding Foster Thornton, 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. Ms. Thornton 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 led organizations in the areas of human resource management, technology and operations.

Her expertise extends across multiple financial disciplines including accounting and treasury functions; banking relationships; financial planning, forecasts, and reporting; billing; collections; financial technology; and financial guidelines and procedures; and administration of payroll, health and benefit plans.

Ms. Thornton’s responsibilities involve highly sensitive matters requiring business acumen, discretion and people skills. 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 & affiliations 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

Certificate in Professional Fiduciary Management for Trustees, California State University, Fullerton

Certificate in Human Resource Management, UCLA

California Society of CPA’s

San Diego Estate Planning Council

North San Diego County Estate Planning Council

Estate Planning Council, Planned Giving Advisory Board for KPBS

San Diego Lawyers Club

Eldercare Resource Team

Professional Fiduciary Association of California

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