The needs of those seeking fiduciary services range from common and frequent to diverse and unique. Often, they require the expertise from a broad range of professionals and organizations, including regulatory agencies. In its efforts to continuously advance the level of excellence of fiduciary standards and practices, PFAC has deemed it beneficial to form strategic partnerships with organizations and entities with whom it, and those needing fiduciary-related services, share common purpose.

Partners & Offers

Become a Partner

If you are interested in information regarding a partnership with PFAC, please contact Amy Olsen, Executive Director at or 844.211.3151 x2


If you provide professional fiduciary services or are interested in becoming a professional fiduciary, sign up to receive updates on educational opportunities with PFAC. Whether it's learning with a group of your peers or from the comfort of your home or office, PFAC has a learning platform that will suit your needs.

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Join us in 2019
as PFAC is ‘Making Magic Happen’
at the happiest place on Earth.

The 24th Annual PFAC Educational Conference provides
the most comprehensive fiduciary education available
in California. Who says learning can’t be fun?!

Visit the Conference Website


Thanks for making the 23rd Annual PFAC Educational Conference a success!

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives