Our Team

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With over 25 years of experience in risk management, security, and technology, and as a licensed California Real Estate Broker,  I’ve built my career around protecting what matters most — people, families, and their assets.

That same commitment guides my work as a Professional Fiduciary. I approach each case with integrity, compassion, and care, drawing on my experience to anticipate challenges and create thoughtful solutions. Beyond managing finances or property, my role is about protecting people, honoring legacies, and providing peace of mind through responsible and compassionate stewardship.

I lead with integrity, loyalty, and a deep sense of responsibility, treating every decision as if it were for my own family. My background in risk management, security, and technology allows me to anticipate challenges before they arise, providing the protection and foresight my clients deserve. Paired with my experience as a real estate broker, I guide individuals and families through life’s complex transitions with confidence, compassion, and genuine care. I believe in building lasting relationships founded on trust and transparency, where every client feels supported, understood, and assured that their well-being and success are my highest priorities.

Whether you are seeking guidance with trust and estate management, conservatorship, guardianship, fiduciary oversight, or real estate, I bring the experience, professionalism, and dedication needed to safeguard what matters most to you. I am a member of the Professional Fiduciary Association of California (PFAC), the National Guardianship Association (NGA), and the California Department of Real Estate (DRE).

Melissa Dalton, Owner

(818) 903-7993

California Licensed Professional Fiduciary #1562

National Certified Guardian #15921

California Licensed Real Estate Broker  #01712753