Welcome!
Welcome to Suncoast Professional Fiduciary Services, where trust, integrity, and client-centered care are the cornerstones of my practice. I’m Gigi Khalsa, the founder and sole practitioner of Suncoast Professional Fiduciary Services, dedicated to safeguarding your interests and ensuring your well-being.
My Mission
At Suncoast Professional Fiduciary Services, I am committed to providing comprehensive, personalized support to individuals and families navigating complex financial, healthcare, and personal care needs. My mission is to act as your trusted advocate and guardian, ensuring your rights and best interests are always protected.
My Services
- Guardianship and Advocacy: As your legal guardian, I protect your rights and advocate for your best interests.
- Care Management: I coordinate personal and medical care, focusing on your comfort and quality of life.
- Financial Management: Handling everything from budgeting and bill payments to working with investment managers and carrying out your estate plans, I oversee all your financial affairs with precision and care.
- Healthcare Surrogacy: I make crucial healthcare decisions on your behalf when you are unable to do so.
- Trustee Services: I diligently manage trust assets, including Special Needs Trusts and Qualified Income Trusts, ensuring that funds are used appropriately for your care and well-being. My focus is on maintaining compliance and securing your financial future.
My Background
As a fourth-generation Floridian, my ties to this state are deeply personal. I grew up in Lakeland and pursued higher education at the University of South Florida in Tampa, followed by George Washington University, and Massachusetts College of Pharmacy and Health Sciences. My career spans museums, healthcare, research, and business, all of which inform my guardianship work.
Working in history museums and at the National Archives instilled in me a meticulous approach, and a commitment to preservation. My research career developed my computer and analytical skills, while my healthcare experience provided a foundation for compassionate care and patient advocacy. Over the past 25 years, managing three clinics sharpened my abilities in financial and care coordination.
As a professional guardian and fiduciary, I bring these experiences together to serve my clients and their families with the utmost integrity and respect. My focus is on their well-being and financial security, driven by a mission to protect and enhance their lives with compassion and dedication.
My Commitment
I pride myself on maintaining the highest ethical standards, transparency, and accountability in all my interactions. My client-centered approach ensures that you and your family receive the guidance, support, and advocacy needed to navigate life’s challenges effectively.
Licenses & Registrations
• Professional Guardian. Florida Department of Elder Affairs, since 2021
• Acupuncture Physician. Florida Department of Health, since 2013
Certifications & Trainings
• Fiduciary Management Certificate. California State University at Fullerton, August 2023
• Basic Life Support CPR, American Heart Association , since 2005
• Family Mediation Training, My Florida Mediator, 2022
• NCCAOM Diplomate of East Asian Medicine, since 2002
• Neonatal Resuscitation, American Heart Associatio, 2010
Education
• Massachusetts College of Pharmacy & Health Science, New England School of Acupuncture, MAOM
• George Washington University, MA/ABD
• University of South Florida, BA
Memberships
• Association for Conflict Resolution
• Florida State Guardian Association
• Florida State East Asian Medical Association
• Guardian Association of Pinellas County
• National Association For Community Mediation
