Elizabeth, known by her nickname "Lisa", has been a practicing independent fiduciary since 2002, as her creativity and relish of numbers and people are the perfect combination for this area of practice. She is known for her professionalism, empathy, and attention to detail.

Lisa attended New York University’s Tisch School of the Arts and the University of California, San Diego where she graduated cum laude and received her B.A. in Theater Arts. While pursuing her interest for theater in Los Angeles, Lisa was the Business Manager of a trend jewelry manufacturer with over $2 million in sales a year and a factory in Mexico. Subsequently she became a consultant for businesses setting up bookkeeping and inventory systems. She earned a certificate in Fiduciary Management of Trusts from California State University, Fullerton and worked in the office of an Independent Fiduciary in Pasadena from 2002 to 2003.

Lisa moved back to the Bay Area in 2004 and joined her father, Leonard Soloway, C.P.A., in his fiduciary practice. In 2008, Leonard and Lisa became partners and formed Soloway Fiduciaries, Inc.

Lisa is a California Licensed Professional Fiduciary with the State of California Professional Fiduciaries Bureau. She is a member of the Professional Fiduciary Association of California and board president of the Estate Planning Council of Diablo Valley. Lisa also sits on the board for Wellspring Educational Services and the East Bay Regional Center.

Lisa Soloway has worked with many probate and trust attorneys. Please ask for professional references.

Brian Akre Sakarata

Senior Fiduciary

IRS Enrolled Agent, MS Applied Economics and Finance, Notary, M.I.T. Applied Data Science certificate, Professional Fiduciary California License No 1091

In four years, Brian acquired both his B.A. in Economics and his M.S. in Applied Economics and Finance from UC Santa Cruz. He focused on computational finance and his thesis utilized artificial intelligence algorithms to develop zero-delta portfolios.

While in college, he interned at a boutique financial planning firm, and after graduation, he worked at a public accounting firm that specialized in tax returns and tax consulting for private equity real estate investment structures. He then acquired his Enrolled Agent license with the IRS and opened a local tax practice that specialized in multi-state passthrough taxation and 501(c)(3) compliance. In 2018 he moved to Walnut Creek and was hired by Soloway Fiduciaries, and in less than a year he attained the California Professional Fiduciary License.

Brian is a passionate behavioral economics and statistics geek. In 2022, he received a professional certificate from the Massachusetts Institute of Technology in Applied Data Science. Brian enjoys outlining choice architecture, focusing on situations with lack of information, inaccurate information, bias, and personality heuristics. To fully complete the choice architecture, he uses Bayesian statistics to assess the risk that ideal outcomes may be undermined to alternative choice paths. His passion can be surprisingly helpful; it allows for a preemptive defense against malicious attempts to undermine fiduciary administrations or other vulnerable situations.

Originally from Los Angeles, after high school Stacey Jaros attended several years at SDSU where she majored in child development. In what would have been her junior year, her grandfather became ill and required hospice care at home. Stacey chose to continue her studies at Fresno State so she could move in with her grandparents and help out. After her grandfather's passing she returned to the Los Angeles area to work for a few years before returning to school.

When she was ready to return to her studies Stacey moved north to live with relatives and attend CA State Stanislaus. During her last semester at Stan State her father's health deteriorated drastically so she made arrangements to continue her studies at her childhood home in Los Angeles where she could accompany him during his final days. A few months following her father's death Stacey graduated from CA State Stanislaus with a B.S. in Political Science.

Upon graduation Stacey moved to San Francisco to attend USF School of Law. After one year Stacey transferred to New College School of Law where she completed her studies to earn a J.D. in 1999. Prior to joining Soloway Fiduciaries in a general support capacity in October 2015, Stacey was a Records Administrator for a medium-sized San Francisco law firm. A move from San Francisco to Lafayette in 2011 prompted her to consider a career change that was aligned with her personal long-term goal of helping others in ways that allowed her to express her compassionate and caring nature and leverage her legal education.

Stacey is pursuing her own professional fiduciary license so that she can realize her goals to help others in a fiduciary capacity at Soloway Fiduciaries, with an emphatic personal interest in conservatorships.

While taking accelerated puppy courses, Benji Sakarata found his true passion for making others happy. His joyful and innocent demeanor has only proven his excellence at making people smile, and he has an unrivaled ability to charm new friends into giving him yummy treats.

Upon hearing about the fiduciary profession, Benji immediately realized he could get free trips to the office and provide pawsitivity counsel to individuals in need. He has his own space in the office, where he manages the office infurmation and researches financial portfolio barkitecture.

When not at work, Benji enjoys frolicking in large green fields, going on long walks at the park, and rigorously training for the doggy nap-a-thon. Don’t hesitate to say hi if you happen to see him in the office - he would love to say hello and meet a new friend.

Mark Soloway

Fiduciary and Business Consultant

MBA, Accounting and Finance, Professional Fiduciary California License No. 991 (Not Active)

In addition to being Lisa’s brother and a California Licensed Professional Fiduciary, Mark has a B.S. magna cum laude in Electrical Engineering and Computer Science from UC Berkeley, an M.S. in Electrical Engineering from Stanford University, and an MBA, with emphasis in accounting and finance, from American InterContinental University, where he was recognized as a distinguished alumnus. Mark has experience in multiple business areas, including software development management, international import/export, angel investment and private investment due diligence, professional equities trading as a series 7 licensed employee of a stock brokerage firm, and advisory and board positions in organizations ranging from a health care charity to technical products and services companies. Mark has been successfully investing and trading in stocks, bonds, options, and commodities since the early 1990s.

As a consultant to Soloway Fidcuiaries since mid-2010, Mark has been providing investment due diligence and trust management consultation. With the attainment of his California Professional Fiduciary License in 2017, Mark is now also helping with fiduciary consulting.