Membership is open to anyone serving in a fiduciary capacity or providing a fiduciary-related service. Members include the following disciplines: accounting, appraiser, attorney, auction broker, bookkeeping/fiduciary accounting, business valuation, care management, conservator, estate administrator, estate liquidation, financial planning, fine art agent, health and wellness, home care, home health and skilled care, insurance, investment advisor, organizing/form management, planned giving, psychotherapy, real estate services, relocation services, residential care, retirement communities, reverse mortgages, tax services and trust services.

Membership dues are charged and a comprehensive membership directory is published online annually.

Annual membership dues are paid in advance. Our fiscal year begins in September 2019 and ends in June 2020. July and August are dark due the many expected vacations during this time. Guests are welcome but should RSVP in advance and will pay $50 for breakfast.

Become a Member

Earlybird Dues: Membership paid by September 11, 2019 is $300. Membership after September 11, 2019 is $350.

Membership Form

Instructions follow the application for payment

Click here to submit your headshot or your company’s logo for the directory (jpg file).

Pay for your membership once you’ve filled out an application:

or you may mail a check to our Treasurer. Mail your payment and business card to:Fiduciary Round Table of the San Gabriel Valley
c/o Clare Ceplecha
Wells Fargo, 350 W. Colorado Blvd., Suite 390
Pasadena CA 91011
PLEASE Note the member’s name on the check.To submit your headshot or logo to be included on the website, click here to  email a jpg file.

Click here if you would like to be added to the Fiduciary Round Table of San Gabriel Valley email list only. 

Click here to CHANGE your website listing information or request a new badge.

If you notice any discrepancy, please email Chris Johnson.