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 2022 and ends in June 2023. July and August are dark due the many expected vacations during this time. Guests are welcome but must RSVP in advance and will pay $60 for breakfast. If you invite a guest, you are responsible for their breakfast fee.

Dues are $450.

Membership Form

Instructions for Credit Card/PayPal payment will follow the application once submitted

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

If you would prefer to mail a check to our Treasurer, mail your payment and business card to:
Fiduciary Round Table of the San Gabriel Valley
c/o Mindy Morrison, Treasurer
Back Office People
2953 Honolulu Ave., #4
La Crescenta, CA 91214
PLEASE note the member’s name on the check.  
Click here if you would like to be added to the Fiduciary Round Table of San Gabriel Valley email list only.  

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If you have a question about joining, notice any discrepancy or need to update your listing, please email the webmaster.