San Jose Elder Care Planning Specialist and Private Fiduciary, Nancy Norris has 20 years experience in San Jose financial services. She’s been a CA licensed real estate agent and loan officer, and a CA licensed investment/financial advisor, She’s been a certified estate planning advisor since 1995. Her experience has prepared her to consult and guide individual and families in all areas affecting Elder Care or Special Needs Planning. Her unique skills and experience set her apart from other’s in the fiduciary field, She’s been in private practice for the last 6 years in San Jose as a Private Trustee/Fiduciary/Conservator.