Sunstone is a trust company chartered by the State of California (Certificate of Authority No. 2676). Sunstone is also a member of the Association of Trust Organizations, the Long Beach Area Chamber of Commerce, and the Greater Irvine Chamber.
Anna Fedosova-Caldera, MBA, CTFA
Chief Fiduciary Officer
Anna Fedosova-Caldera, MBA, CTFA, is Sunstone Trust Company’s Chief Fiduciary Officer. She has 20 years of experience as a Senior Fiduciary and Trust Manager for Private Wealth and Trust Companies such as U.S. Bank, Wells Fargo and First Bank.
Anna’s deep fiduciary knowledge, combined with advanced skills in estate and trust planning, led her to becoming a top-ranked financial advisor who has built an impressive book of business helping high-net-worth individuals to achieve their short-term and long-term goals.
Prior to joining Sunstone Trust, she was a Vice President and a Senior Trust Advisor at U.S. Bank, Private Wealth Management, where she became a top-ranked advisor. Anna provided services to the Private Wealth management clients, with an emphasis on sophisticated wealth and tax planning, fiduciary services and trust advising for families, businesses, business owners, charities, and endowments. As a member of a comprehensive wealth management team in Los Angeles / Orange County, California, Anna focused on building lasting client relationships, partnerships, and thoughtful collaboration. She identified needs for advanced planning and coordinated the execution with external and internal partners. Anna also demonstrated strong business development skills in acquisition and onboarding of new clients.
Previously, Anna was a Vice President and a Senior Trust Officer at Wells Fargo Bank, Wealth Management division, where she managed an impressive portfolio of clients and handled complex trust administration with emphasis on legal and tax research, as well as sophisticated and advanced estate planning.
After working for a U.S. company in Moscow, Anna moved to Los Angeles from Russia in 2002, wanting to capitalize on the freedom and opportunities offered by America. She began her financial career with a 12-year tenure at First Bank, Wealth Management Group, as a Trust Officer and Relationship Manager.
Anna graduated from Moscow University (MGU) with a B.A. in Science, Moscow University of Economics, and Statistics and Information (MESI) with a Master’s Degree in Finance (MSF), and an M.B.A. from the University of California Irvine, the Paul Merage School of Business.
Anna is a Certified Trust and Financial Advisor (CTFA) and is a Registered Trust and Estate Practitioner (TEP). She is a member of the Orange County Estate Planning Council and the Society of Trust and Estate Practitioners (STEP). Anna serves on a board of STEP OC and California Hospital Medical Center of Los Angeles.
Complementing her professional and international background, she speaks fluent English and Russian, as well as moderate German.