Professional Affiliations

We believe it critical to continue learning and exceeding the continuing education units (CEUs) required to maintain state credentials and have chosen the following list of Not-for-Profit companies, which offer professional development opportunities in addition to their ethics forums and support:


National Guardianship Association, Inc.
The National Guardianship Association (NGA) is the leading resource for guardians/conservators in the United States.  This organization extended its charter to allow the Professional Fiduciaries Association of California (PFAC) to organize and develop its Statewide purpose.  The NGA brings together professionals from around the country to participate in educational conferences and help mentor family guardians to help them provide for their aging parents.  Knowledge sharing is a core practice, as is active involvement by regional volunteers.



Center For Guardianship Certification
The Center for Guardianship Certification (CGC) certification is a national designation that requires applicants to attest that they have no felony convictions, civil or criminal liability findings and that they are in good standing with any state legal requirements, bonding or other local jurisdictional requirements. Applicants must pay a fee, meet minimum eligibility standards and pass a competency test.




Orange County Bar Association

Orange County Bar Association
We are affiliate (non-attorney) members of the Trust & Estates and Elder Law sections, which provide MCLE education units to legal professionals and for we fiduciaries, a better understanding of probate matters that affect our profession. We also attend sections on Real Estate, Social Security, and Solo Practices. 



Orange County Lavender Bar Association
We are also affiliate (non-attorney) members of the OCLBA -- the official association of lesbian, gay, bisexual, transgender, and allied attorneys, judges, and law students in Orange County. By partnering with the Lavender Bar, we can support our community of aging LGBT seniors by providing a proactive voice in fiduciary services and educating the public about the need for oversight and protection of our most vulnerable.


Fredericton Chamber of CommerceFredericton Chamber of Commerce
The Fredericton Chamber of Commerce (FCC) provides unique learning and networking opportunities for us as we expand into the Canadian market.  This chapter was established in 1874 and currently boasts over 900 members in the capital of New Brunswick.  The FCC helps promote evolution of small businesses and provide workshops, networking, discounts and a voice to local government.



Administrators & Team Memberships

The following is a list of memberships our team members are dedicated to and enjoy in their spare time.

Magic CastleAcademy of Magical Arts at The Magic Castle
The premier venue for magicians and associate members to learn new magic, see great magic, and enjoy fine dining with artists from around the globe. This private organization requires member invitation for the public and magician members must audition for admittance to this long-lasting and famous landmark. Our founder holds magician status since 1998.


Honor Society of Phi Kappa Phi

The Honor Society of Phi Kappa Phi
Founded in 1897 at the University of Maine, Phi Kappa Phi is the nation's oldest, largest, and most selective honor society for all academic disciplines. Its chapters are on more than 300 campuses in the United States, Puerto Rico, and the Philippines. Each year, approximately 30,000 members are initiated. [ 20090731]