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 2020 and ends in June 2021. July and August are dark due the many expected vacations during this time. Guests are welcome but must RSVP in advance and will pay $50 for breakfast.

Dues: Membership dues are $350 if paid September 10, 2020 and beyond.

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 Alfredo Mejia
CIBA Realty
830 S. Myrtle Ave.
Monrovia, CA 91016
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. 

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

If you notice any discrepancy, please email Chris Johnson.