Karen Prinz, CTFA
Vice President, Private Banker- Trust Ms. Prinz manages the trust department and administers charitable remainder unitrusts and annuity trusts, special needs trusts, conservatorships; personal trusts and estate settlement for high net worth individuals and families. Ms, Prinz has 20-plus years experience in managing complex family trusts and trusts for surviving spouses with compassion and understanding. Formerly with First American Trust, she helped open their Laguna Hills office and most recently worked in the Newport Beach and Orange County Trust headquarters office. Ms. Prinz is a member of the Orange Coast Estate Planning Council, Estate Planning Interest Group and a member of Women Looking Forward, a philanthropic group of women donors supporting the Orange County United Way. She has also worked with the Make-A-Wish Foundation and the Orange County Sheriff Department in providing assistance to children in need. Ms. Prinz is a graduate of the Cannon Trust School. « Back to Our Team | 
