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News From: Foster Thornton LLC

Real Estate Veteran Rik Floyd, MBA, CLPF, Associates With Foster Thornton LLC Fiduciary Services as California Licensed Professional Fiduciary

Longtime commercial real estate executive Rik Floyd, MBA, CLPF, has associated with Foster Thornton, LLC, a private fiduciary company based in the Carmel Valley area of San Diego, California. Mr. Floyd brings to Foster Thornton decades of experience in business management and commercial real estate, as well as advising high net worth individuals, families, and small businesses.

He recently received California State licensing as a California Licensed Professional Fiduciary (CLPF), and certificates in Professional Fiduciary Management for Conservators and in Professional Fiduciary Management for Trustees from California State University Fullerton. Mr. Floyd holds a B.S. in Economics from Cal Poly San Luis Obispo, and an MBA from St. Mary’s College of California.

Many estate, probate and trust matters involve complex real estate holdings. Mr. Floyd’s prior commercial real estate career included assisting many clients with their estate planning needs. His background and experience align with Foster Thornton’s objective to provide personalized fiduciary services to all of its clients.

Mr. Floyd has held leadership positions in prominent real estate companies, most recently as a Co-Founder of the Private Capital Advisors practice group at Colliers International.

His professional affiliations include the San Diego Estate Planning Council; Professional Fiduciary Association of California; and President Elect, Cal Poly Alumni Association.

Mr. Floyd also supports Solana Beach Presbyterian Church, KPBS, San Diego Habitat for Humanity, Cal Poly and its alumni association, and World Vision.

Foster Thornton LLC was founded in 2005 by Nancy Thornton, CPA, CLPF. The company’s primary purpose is to protect the assets, interests, and dignity of its clients. This spans individuals, families, and small businesses. Since its inception, Foster Thornton has served as a fiduciary for trusts and estates ranging from several hundred thousand dollars to millions of dollars.

For more information, contact Rik Floyd at rik@fosterthornton.com or (858) 481-8554.

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News From: San Pasqual Trust Company

Nancy F. Thornton is Named Senior Vice President with San Pasqual Fiduciary Trust Company

San Pasqual Fiduciary Trust Company announces the opening of its San Diego office, located at 12770 High Bluff Drive, Suite 150, San Diego, CA 92130. Nancy F. Thornton, CPA, a California Licensed Professional Fiduciary and founder of Foster Thornton LLC, has been named a Senior Vice President with San Pasqual Trust and will head up its San Diego office.

Founded in Los Angeles in 2007, San Pasqual Trust is a trustee-only, California chartered trust company offering a conflict-free fiduciary approach. It relies exclusively on third-party investment advisors, thereby eliminating any conflict in the management of assets it oversees. San Pasqual Trust provides clients with assets over $5 million the personal service and commitment of a private trustee and the security and continuity of corporate trustees.

San Pasqual Trust is comprised of veteran trust professionals with substantial experience in marketable securities, real estate, closely held businesses, and other special assets. The senior management team includes Richard H. Patterson Jr., Esq., CEO; Leeann W. Davis, CFO; A. Thomas Hiefield, Senior Vice President and Chief Fiduciary Officer; Nancy F. Thornton, CPA, CLPF, Senior Vice President, San Diego; Richard S. Arnold, Esq., Director and Chairman of the Trust Committee; and Philip V. Swan, Chairman of the Board.

In addition to Los Angeles and San Diego, San Pasqual Trust has an office in Santa Barbara and currently serves clients in Santa Barbara, Orange County, and Riverside County.

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