PFAC offers membership opportunities for fiduciaries as well as businesses supporting the fiduciary community.
The field of Professional Fiduciary services is growing. With a swelling population of aging Baby Boomers, the need for professional fiduciaries is likely to expand. PFAC is the oldest and preeminent Professional Fiduciary organization in California. In addition to including many of the state’s fiduciaries with the highest level of expertise, experience and resources, PFAC also counts among its membership, affiliates, strategic partners, and a range of professionals in related fields.
Beyond the professional benefits, PFAC provides the rare opportunity to make a difference in someone’s life every day. In providing much needed services, PFAC members get to enjoy the experience of knowing that they are positively impacting the lives of clients who trust and rely upon their personal and professional integrity. It is a noble profession that is rewarding on many levels. Here are some specific benefits that PFAC offers to its members:
PFAC is a non-profit membership organization limited to individuals and organizations in the fiduciary industry. The membership categories include General, Associate, Affiliate and Emeritus. Each category has unique requirements, specific applications and different dues prices.
Steps To Join:
Once you have completed your application, you can either scan and email it to PFACadmin@pfac-pro.org or mail it to:
P.O. Box 52016
Irvine, CA 92619
Annual Membership Fee: $350.00
Qualification and admission as a General Member recognizes the achievement of extensive experience and expertise in fiduciary management and practice. General Members are highly respected members of the profession and are recommended for recognition as such by peers and professional colleagues who have personal experience with the level of professionalism and mastery demonstrated by the General Member. General Members maintain high standards of practice, continuing education, leadership in the community and may mentor Associate Members. General Members are entitled to use the PFAC logo identifying them as General Members.
Individuals applying for General Membership shall have:
Annual Membership Fee: $275.00
Associate Membership is designed for individuals who do not yet meet the qualifications for a General Membership, but who are actively pursuing a career as a Professional Fiduciary. Associate Membership is limited to five (5) years. Extensions and modifications to these provisions shall be at the discretion of the Membership Committee. Associate Members are entitled to use the name of the Association, its initials (PFAC), or logo in their professional activities. Associate Members are required to maintain their membership status by meeting the requirements listed after Associate Membership.
Annual Membership Fee: $350.00
Reserved for founding members of PFAC.
Annual Membership Fee: $0
Emeritus membership is reserved for retiring members who have made a significant contribution to PFAC or to the fiduciary profession. These memberships are awarded by written request by the board of directors.