About

Meet Your Steward

A trusted professional dedicated to protecting everything you have
worked so hard to build.

More About Your Steward

Founder & Chief Executive Officer

Throughout my 20-year career in the healthcare and business sectors, I have managed over $40 million in assets, specializing in the financial administration and long-term planning necessary to protect a legacy.

But managing a person's financial and personal affairs requires more than just business acumen and technical skill — it requires a trusted steward.

I founded Marin Professional Fiduciary to support individuals and families through complex life transitions with confidence and security. I recognize the profound responsibility of managing another's personal and financial affairs. I approach every engagement with the highest standards of integrity, discretion, and professionalism.

"I approach every client relationship with the utmost care, integrity and respect. It is an honor to serve as your steward."

Katherine Urbanski, MBA

Proven Expertise

By The Numbers

20+

Years of Professional Experience

$40M+

In Assets Managed

PF 1631

Licensed by the State of California

How I Work

The Principles Behind Every Decision

Integrity

Every action I take is guided by transparency and honesty — your trust is never taken for granted.

Discretion

Your personal and financial matters are handled with the utmost confidentiality and respect.

Compassion

I understand that these decisions are deeply personal — I approach every situation with empathy and care.

Expertise

Two decades of experience across healthcare and finance means you are always in capable hands.

"I understand that inviting someone to manage your affairs — or those of a loved one — is one of the most significant decisions you will ever make. That is why I approach every client relationship with the utmost care, integrity and respect."

Katherine Urbanski, MBA

Get Started

Let's Talk About What Matters Most

If you are considering fiduciary services for yourself or a loved one, I welcome the opportunity to speak with you at no charge. The right fit matters — and I'd love to learn more about your situation.