Joining PFAC as an affiliate enables you to network with some of the most experienced and respected fiduciaries in the state of California and nationwide. You will be able to attend PFAC regional educational seminars and meetings, plus our annual conference at a discount. In addition to comradeship and increased credibility in fiduciary-related opportunities, you will also increase the possibility or exchanging referrals with other PFAC members.
Affiliate PFAC membership is open to applicants who wish to further the goals of the PFAC organization and are involved in a profession related to the fiduciary industry. Affiliate members are not fiduciaries and are not voting members of PFAC. Affiliate members agree to abide by the PFAC Code of Conduct by maintaining professional conduct.
Examples of Affiliate members are real estate brokers, insurance agents, accountants, property managers and attorneys.
Annual Membership Fee: $250.00;
Consideration for Affiliate Membership is open to applicants who wish to further the goals of PFAC while working in a profession affiliated to the fiduciary industry. Affiliate members are not licensed fiduciaries. Affiliate members have no voting rights but shall be entitled to use the title “Affiliate Member of PFAC,” attend meetings, conferences, and receive mailings, excluding voting-members-only meetings. They will be listed as affiliates in the roster, but shall not use the PFAC logo in relation to their professional activities. Affiliate members are required to conduct themselves according to State requirements as well as to comply with the PFAC standards and ethics policies.
Search here for PFAC Affiliate members who provide services to the fiduciary industry.