Monica Tull, CLPF, is a California Licensed Professional Fiduciary. She founded Tull Fiduciary Group after witnessing first-hand how overwhelming financial and estate matters can become for families in times of illness, loss, or transition.

Monica brings more than 25 years of professional services experience to her fiduciary practice. She was a Partner with Ernst & Young in People Advisory Services and a Managing Director at Accenture, where she advised families, executives, and multinational clients on complex tax, mobility, and cross-border financial matters. Her career took her from Australia to a posting in the U.S., then to roles in India, Singapore, and London - giving her broad cultural exposure and a robust network of trusted advisors worldwide.

Originally from California and raised in Australia, Monica earned her Bachelor of Commerce majoring in Economics from the University of Melbourne. In 2020, after several overseas assignments, she returned to California, where five generations of her family have lived, and made Santa Barbara her home.

Her practice today focuses on three areas: supporting families in crisis, helping clients navigate complex cross-border financial and tax matters, and providing ongoing trust administration. Clients describe her as a steady presence who combines the rigor and systems of a global advisor with the integrity and discretion of someone who understands their values, honors their wishes, and stands beside them as an extension of family.

Monica is a member of the Professional Fiduciary Association of California and a Certified National Guardian. In addition to her professional work, she serves as a member of the Finance and Audit Committees of Lotusland in Montecito.

Outside of work, she enjoys travel and the arts, floral design and arranging, and long walks on the beach with her two energetic dogs.

Monica Tull

California Licensed Professional Fiduciary (CLPF)
Certified National Guardian (CNG)

Our team

Monica Tull

MANAGING DIRECTOR

Diane Shoemaker

CLIENT COORDINATION

Sam & Daphne

wellness ambassadors

man in red t-shirt and gray pants holding hands with boy in blue t-shirt

Tull Fiduciary Group provided exceptional support during our family's financial transition.

The Smiths

A cityscape featuring modern skyscrapers, with prominent buildings showcasing logos of major financial institutions. A fountain is placed in the foreground, surrounded by pedestrian walkways and railings.
A cityscape featuring modern skyscrapers, with prominent buildings showcasing logos of major financial institutions. A fountain is placed in the foreground, surrounded by pedestrian walkways and railings.

Their compassionate approach made managing our complex financial needs so much easier.

The Johnsons

A large white statue of a guardian or deity with intricate detailing stands on a tiered pedestal. The figure is pointing upwards with its right hand and has an ornate headdress and armor. Surrounding the statue are bare tree branches and a coastal or temple backdrop under a partly cloudy sky.
A large white statue of a guardian or deity with intricate detailing stands on a tiered pedestal. The figure is pointing upwards with its right hand and has an ornate headdress and armor. Surrounding the statue are bare tree branches and a coastal or temple backdrop under a partly cloudy sky.
★★★★★
★★★★★