Kosbie Fiduciary & CPA Services

The Canine Crew

Bailey

Chief Attention Strategist

Maximizing engagement through play, charm, and demanding belly rubs

Harley

Sr. Director, Fetch Ops

Bringing joy and tennis balls to the team since 2015

Robert Kosbie, CPA, CFP®, CLPF

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), Client Advocacy, and Tax Preparation. 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. Most recently, Robert earned his California Licensed Professional Fiduciary (CLPF) license, expanding his ability to serve clients across the full range of Kosbie Fiduciary's services.

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 holds 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.