Contact Information

  • Company: Fiduciary Services, Inc.
  • Phone: (415) 482-9513
  • Cell: (310) 968-7022
  • Fax: (415) 276-1736
  • Website: www.fiservinc.com
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Specialties & Experience

General Specialties: Financial

Specialty Focus: Independent Fiduciary, Corporate Retirement Plans, ERISA, ESOP, Trusts, Benefits,Mergers,Acquisitions,Valuation

Education: Bachelor of Science, Southern Methodist Univeristy; Juris Doctorate, Southern Methodist University; Executive Program in Management, UCLA

Years in Practice: 26


Additional Information

Mr. Reser has been a corporate fiduciary for securities and reorganization transactions as well as trustee and custodian of retirement plans for over 30 years. Much of this time was as an officer of large national and international banks. Since 2003 he has served as the President of Fiduciary Services, Inc. (“FSI”), a registered investment advisor located in San Rafael, California. Mr. Reser and FSI focus on providing trustee and fiduciary services for transactions and ongoing administration related to Employee Stock Ownership Plans or ESOPs. An ESOP transaction involves purchasing company stock from business owners who are looking for an exit or liquidity plan for their businesses where the shares are placed in a trust for the employee/participants. There can be significant tax and incentive advantages for selling to and maintaining an ESOP owned company. Besides holding an undergraduate and law degree from Southern Methodist University Mr. Reser graduated from the UCLA John Anderson Graduate School of Management Executive Program. He is also a member of the Western Pension Benefits Conference, The ESOP Association and the National Center for Employee Ownership. Mr. Reser has had his presentations picked up on newswires for speaking at ESOP Association events.