Catholic Professional Advisors

Since 1983, the Foundation has partnered closely with Catholics who serve as attorneys, certified public accountants, financial advisors, trust officers and insurance agents to create plans that meet their clients’ financial and philanthropic goals.

These relationships support the mission of the Catholic Community Foundation by providing professional expertise and a Catholic faith perspective in all aspects of planning finances, healthcare, inheritance and charitable giving.

For Individuals and Families

Planning for life events is vital to making sure your wishes are carried out. Our vetted Professional Advisors are a great resource as you discern your plan and typically offer a free consultation when recommended by the Catholic Community Foundation.

For Professional Advisors

We offer many resources to help you serve your clients more effectively, to help you learn and grow in your profession and your faith, in addition to connecting with other Catholic professionals in the Diocese of Phoenix.