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Tana Cleaves, CLPF (Retired)

Licensed Professional Fiduciary

License #756


Please contact us at or 619-501-4626

As of Jan 1, 2023 Tana Cleaves has retired.


Tana L. Cleaves, is a 25-year veteran of the financial and trust services industries. Most recently she served as Vice President & Trust Manager of Mutual of Omaha Bank and as Senior Trust Officer for US Trust/Bank of America. 

Tana brings a passion for service and the close working relationships she develops with her clients. Specializing in working with seniors and high net worth individuals and families, Tana focuses on bringing about trust solutions which not only help simplify her clients’ lives, but which can be structured to effect the efficient transfer of wealth upon death.

Tana completed her trust schooling from Cannon Financial Institute and earned her CTFA (Certified Trust and Financial Advisor) designation from the Institute of Certified Bankers in Washington D.C. She holds a bachelor’s degree from California State University, Sacramento.

A past Board Member of the Downtown Senior Community Centers, Tana continues to volunteer her time to work with seniors, and is additionally involved with the KPBS Planned Giving Advisory Council, the North County Estate Planning Council, La Jolla Probate, and the North Coastal Estate Planning Council. She lives in Encinitas with her husband, and has a 25-year-old son. When not busy with work and volunteer activities, Tana enjoys exercising, yoga, and snorkeling and hiking in tropical locales.

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