California Occupational License

License Title:
    Professional Fiduciary License
Return to Occupation Profile
Licensing Agency:
     Department of Consumer Affairs
     Professional Fiduciaries Bureau

Licensing Agency Contact Information:
     Address: P.O. Box 989005
West Sacramento,  CA  95798 - 9005

     Phone Number: (916) 574-7340
     Fax Number: (916) 574-8645

     E-mail Address: fiduciary@dca.ca.gov
     Internet Address: http://www.fiduciary.ca.gov

License Requirements, Fees, and Examination Information:
$400 application fee. Requires BA/BS or sufficient experience as a fiduciary, must pass both CA and National portion of exam. $600 + pro-rated fee to the second birthday for initial license. $700 annual renewal fee.

Licensing for Guardians, Conservators, Trustees, Durable Power of Attorney.
Occupations To Which This License Applies:
Occupation TitleSOC Code
Personal Financial Advisors 132052