Team
At Gorman ETA, we are committed to helping families manage their legacies with confidence. Our tailored services in estate organization and trustee guidance equip you to navigate the complexities of real property and multigenerational wealth. With our unique blend of real estate acumen, fiduciary expertise and financial know how, we facilitate clear and disciplined transitions for your family.
Tim and Janette Gorman have worked together across public accounting, consulting, entrepreneurial ventures, and real estate brokerage, bringing a unified approach to advisory work.
Tim Gorman is the founder of Gorman Estate & Trustee Advisory, providing fiduciary, trustee, estate administration, and legacy planning services for families, trustees, beneficiaries, and professional advisors. Drawing from decades of experience in real estate, finance, business operations, and family wealth management, Tim helps clients navigate the practical challenges that arise during periods of transition, including incapacity, death, succession planning, and trust administration. Tim recently passed the California Professional Fiduciary Examination and has qualified as a National Certified Guardian (NCG) through the Center for Guardianship Certification. His California professional fiduciary license application is currently being finalized with the Professional Fiduciaries Bureau. Fiduciary & Advisory Focus •Trustee and successor trustee services •Estate administration support •Fiduciary consulting and family coordination •Real estate oversight for trusts and estates •Beneficiary communication and documentation •Legacy and succession planning Professional Credentials •National Certified Guardian (NCG) •Professional Fiduciary Association of California (PFAC) — membership pending •Counselor of Real Estate (CRE®) •Certified Public Accountant (Inactive) Author, Speaker & Educator •Tangled Legacy: Turning Estate Planning Mistakes into Successes •Building Blocks to a Complete Estate Plan •Creator of estate and legacy planning workshops for families, trustees, fiduciaries, and professional advisors. Professional Background Tim's career includes leadership roles in accounting, finance, operations, fund administration, and strategic planning with both Fortune 500 and entrepreneurial organizations. Prior to real estate and fiduciary practice, he began his career with KPMG.
Janette Gorman brings over two decades of financial leadership, business consulting, and real estate experience to her multifaceted role. A licensed real estate salesperson, CPA, and seasoned entrepreneur, Janette combines her deep financial acumen with operational expertise to help clients and families plan for long-term wealth, legacy, and business success. Current Focus & Expansion Real Estate Salesperson (2023–Present) Active in residential and multifamily transaction analysis Supports clients with investment evaluations, family trust transitions, and portfolio planning Real Estate Investor & Operator Co-owner of multiple residential and commercial investments Entrepreneur & Business Owner Co-founder and operator of CG Restaurant Group, owner of a fast-casual Mexican food franchise Founding partner of Aviso Consultants, LLC and Cross Points Advisors, offering CFO and business consulting services to growing companies Legacy & Estate Planning Partner Career Highlights Corporate Financial Leadership Board Leadership & Consulting Roles Board Member and Treasurer, Retail Marketing Services Financial oversight and founding member, Robby Gomez Foundation Education & Credentials Bachelor of Science, Accounting – Loyola Marymount University Certified Public Accountant (CPA, California) Member – Women Business Enterprise (WBE) Member – National Minority Supplier Development Council (NMSDC)