Soloway Fiduciaries has been administering trusts and estates since 2005.


Elizabeth ("Lisa") Soloway

CEO, INDEPENDENT FIDUCIARY
California Licensed Professional Fiduciary License No. 180

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 the Estate Planning Council of Diablo Valley. She is bonded by both Phillips Bonding and Bond Services of California.

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


BRIAN AKRE SAKARATA

FINANCIAL ANALYST, INDEPENDENT FIDUCIARY
IRS Enrolled Agent, MS Economics, California Licensed Professional Fiduciary 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 for private equity real estate investment structures. He acquired his Enrolled Agent license with the IRS in 2017 and opened a local tax practice that specialized in multi-state passthrough taxation and 501(c)(3) compliance.

Ever since college, Brian has offered his time to volunteer at various non-profit organizations, where responsibilities range from accounting duties to assisting low-income individuals with acquiring living necessities. In 2018 he became aware of the fiduciary profession and was naturally drawn towards it, due to the empathetic and sincere nature of the field. He moved to Walnut Creek and was hired by Soloway Fiduciaries, and in less than a year he attained a California Professional Fiduciary License.


MARK SOLOWAY

INDEPENDENT FIDUCIARY
MBA, Accounting and Finance, California Licensed Professional Fiduciary License No. 991

In addition to being 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.


Stacey Jaros

FIDUCIARY ADMINISTRATOR
J.D.

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.