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Karen Prinz, CTFA®
SVP, Senior Trust Officer
Trust Services
Karen Prinz has more than 35 years of experience in trust and estate administration, serving high-net-worth individuals and families with complex fiduciary needs. Her expertise includes charitable remainder trusts, special needs trusts, personal trusts, and estate settlement.
Known for her knowledge of sophisticated estate planning strategies and complex asset transfers, Karen provides thoughtful guidance to families navigating important life transitions. Her prior experience includes serving as Vice President and Senior Relationship Manager at First American Trust, and Senior Vice President and Senior Trust Officer for First Foundation Bank.
Karen is active in the estate planning community as a member of the Orange Coast Estate Planning Council and a founding board member of Orange County Advisors in Philanthropy. She is also a frequent speaker of trust administration and fiduciary services and is a graduate of Cannon Financial Institute's Trust School and has her Certified Trust and Financial Advisor designation.