Kosbie Fiduciary & CPA Services
The Canine Crew
Bailey
Chief Attention Strategist
Maximizing engagement through play, charm, and demanding belly rubs
Sarah Trejo, CLPF
Sarah joined the firm in November 2024 and is a California Licensed Professional Fiduciary (#1426) with nearly two decades of experience in client service and practice management within the wealth management industry. She holds a degree in Social Welfare from the University of California, Berkeley, and is known for her thoughtful, compassionate approach to helping clients navigate complex personal and financial matters.
In addition to serving as a fiduciary for families and individuals for trust administration and settlement, Sarah provides support for the firm in the areas of practice management, operations, and marketing, and assists with fiduciary accountings.
When she’s not working, she enjoys cooking with her husband Matt, hiking with her dog Bayou, swimming, baking sourdough bread, and traveling.
Bayou
Floor Manager
Keeping paws on the ground and an eye on the snacks
Harley
Sr. Director, Fetch Ops
Bringing joy and tennis balls to the team since 2015
Robert Kosbie, CPA, CFP®
Robert joined Kosbie Fiduciary in August 2023. With over 30 years' experience as a CPA, he brings significant experience in Real Estate, Construction, Professional Service Firms, and other closely held family-owned businesses. His specialties include Planning (business, succession, financial, retirement, estate, and tax), Advocating, and Preparing. Robert's passion is helping clients understand the economic and tax implications of their decisions and set strategies to accomplish their goals and desires for themselves, their family, and community.
When he isn't buried in numbers, he enjoys cycling, hiking with his dogs, and visiting his grandchildren.
Cheryl Lane
Cheryl joined the firm in January 2023. She keeps daily operations running smoothly in the office, serves as our client support liaison, and jumps in to help wherever she can. Cheryl has a BS in Psychobiology from UCLA and is currently working towards a certificate in fiduciary management through UC Riverside. In her spare time, Cheryl enjoys hiking, running, reading, Broadway musicals, and floral arrangement.
Gloria Kosbie, CPA, CLPF
Gloria Kosbie founded Kosbie Fiduciary and CPA Services in 2008, building on years of experience supporting clients through the CPA firm she co-managed with her husband since 1991. She began in an administrative role, earned her CPA license in 2005, and soon recognized a growing need among clients who could no longer manage their financial and healthcare affairs independently. This inspired her transition to full-time fiduciary work.
Gloria finds deep fulfillment in helping clients maintain their financial independence for as long as possible by carrying out the plans they've developed with their attorneys and financial advisors.
She holds licenses as both a CPA and a Professional Fiduciary and earned her B.S. in Accounting from San Diego State University, where she was a member of Beta Alpha Psi. In her free time, she enjoys taking walks with her dogs, reading, and attending the theater.