About Vantage Fiduciary

Hello! I’m Jerry Gallagher, Principal and Professional Fiduciary at Vantage Fiduciary.

As a licensed California Professional Fiduciary and National Certified Guardian through the Center for Guardianship Certification I am subject to the highest ethical standards and always put my clients first.  My job is to help you along the way and empower you to act on your own behalf when capable and with your best interests in mind when you are not.  My approach is simple, put my clients first and advocate for them every step of the way.

At Vantage Fiduciary we are also fair and transparent in our fee structure.  We only charge for work performed and do not work on commissions or percentage of sales.

Vantage Fiduciary is here to help.  We are caregivers who will be by your side.  You are not alone on this journey!

Thank you for your interest in Vantage Fiduciary.  Please let us know if you have any questions.  We are happy to set up a call or meeting.

You can reach us by phone at (619) 870-7657 or by emailing Jerry directly. We look forward to assisting you!

More about Jerry…

Jerry came to San Diego by way of Detroit, Michigan.  He attended Loyola Marymount University in Los Angeles on scholarship and received a Bachelor of Arts in Philosophy.

Jerry met his wife Lauren at Loyola Marymount and they moved to San Diego in 1997.  While in San Diego, Jerry received his Master of Business Administration from Point Loma Nazarene University and Juris Doctor from California Western School of Law.

Jerry has three daughters and enjoys the beaches of San Diego when not carpooling to various sports and activities with his family.

Meet Kacy

Kathleen Lafferty, CLPF #1404
Professional Fiduciary
ph. (978)853.7290 / email Kacy 

Kacy has spent the last 20 years in San Diego. She grew up in Gloucester, MA, and met her husband on Catalina Island. They have a 13-year-old daughter. Kacy was a teacher most of her life until she started helping friends and families plan, organize, and manage estates as their parents aged. Daily tasks often become challenging when you have your own to-do lists to get through, and Kacy is here to take some of that burden off your family so you can focus on fond memories. 

We are here for you!

Vantage Fiduciary is here to help.  We are honest and reliable trusted advisers who will provide you with the utmost care. 

You are not alone on this journey!

What is a Fiduciary
and why do I need one?