Kosbie Fiduciary & CPA Services

About Gloria Kosbie:

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.