“
“The Circle of Gold represents a life that encircles other lives
and denotes protection.”
– Reverend W. Mark Sexson
Gold Circle Connection is a boutique fiduciary firm based in Newport Beach, California. Grounded in ethics, we offer a full circle approach to what matters most – our clients, their families, and their legacy.
Gold Circle Connection helps clients throughout California navigate life’s transitions through professional fiduciary services, trust & estate administration support, daily money management, legacy planning, and coaching. We serve professionally as trustee, successor trustee, power of attorney for finances, healthcare agent, executor, court-appointed administrator, and other supportive roles. We assist older adults, their families, and those seeking help with the business of life.
About GCC
Meet Victoria Rizo, Founder & Licensed Fiduciary
As the founder of Gold Circle Connection, Inc., Victoria is a California Licensed Professional Fiduciary (#1134) and National Certified Guardian. Based in Newport Beach, she is known for her ability to navigate fast-paced, evolving plans with humor and empathy, while maintaining client expectations.
Education & Alumni
USC Graduate & Lifetime Member of Town & Gown of USC.
Certifications
Professional Fiduciary Management Certificates
(CSU Fullerton) and National Guardianship Certification (NGA).
Affiliations
Active Member: Orange County & LA Estate Planning Councils | PFAC.
Community Impact
Financial Ministry Volunteer (Workshops, classes & coaching).
WHAT WE DO
Our Fiduciary & Support Services
Providing clear, ethical, and structured support to navigate life’s financial and personal transitions.
Fiduciary Services
Professional representation as trustee, POA, or executor for legal and healthcare decisions.
$125-$300/hr
Daily Money Management
Personal financial organization, bill payment, and mail management.
$155/hr
Trust &
Estate Support
Administrative assistance and professional resources for adult children and families settling an estate.
$125-$250/hr
Planning
& Coaching
360° personalized transition planning and dedicated guidance for care providers.
$250/hr & Flat fees
Let’s Connect
We look forward to supporting you and your family.
Data won’t be shared or sold and you will not receive solicitations.