Peter J. Wall

True Link Financial Advisors, LLC

Peter J. Wall

True Link Financial Advisors, LLC

Peter J. Wall

True Link Financial Advisors, LLC


Peter J. Wall is the Director of Fiduciary Services for True Link Financial. He has over 20 years of professional trust administration with a focus in Elder Law & SNT planning.

Prior to joining True Link Financial:

  • Developed and helped lead the BOK Financial Disability and Elder Trust Solutions division 

  • President of the Centennial Estate Planning Council

  • Member of the Board of Directors for Easter Seals

  • President of VSA Access Gallery

  • Member of the Academy of Special Needs Planners

Special needs trusts, estate planning, taxation, and trust administration faculty member and presentations include:

  • 2016, 2018, 2019, 2020 & 2021 Stetson National Conference on
    Special Needs Planning and Special Needs Trusts

  • CBA 2012, 2014, 2015 & 2017 Elder Law Retreat

  • 2013 National Down Syndrome Congress

  • 2015 46th Annual Autism Society National Conference

  • 2016 CBA Estate Planning Retreat

  • 2017 & 2021 National Conference for National Guardianship Association

  • 2019 Special Needs Alliance Conference

  • 2019, 2020 & 2021 National NAELA Conference

  • 2020 CA NAELA

  • 2020 PFAC Annual Conference

Firm Description

We provide our investment management services and technology to:

  • Conservators and guardians
  • Attorneys
  • Independent fiduciaries
  • Nonprofit pooled trusts
  • Family member trustees
  • Trust companies   

We offer fully integrated solutions for:

  • Special Needs Trusts
  • Discretionary Trusts
  • Conservatorships / Guardianships
  • Family / Marital Trusts
  • Pooled Special Needs Trust
  • Revocable / Irrevocable Trusts
  • Creditor Protection Trusts

True Link Financial, Inc., provides life-changing financial solutions for people with complex needs and those who care for them. As a dedicated partner to professional trustees throughout the country, True Link's online platform helps trustees manage spending, record-keeping, and reporting for more than 15,000 beneficiaries. 

True Link Financial Advisors, LLC, provides investment management for dozens of pooled trusts, bringing the expertise of nationally recognized special needs and investment professionals with decades of experience from leading financial institutions. Nonprofit trustees and other fiduciaries entrust us to manage more than $1 billion in assets. We are an SEC-registered investment advisor and a wholly-owned subsidiary of True Link Financial, Inc.

Learn more at www.truelinkfinancial.com/investment-management. 


Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM


What Is a Special Needs Planner?

Main Office

315 Montgomery Street 10th Fl
San Francisco, CA 94104

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