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Jeremy L. Lau serves as President and Chief Investment Officer. He teaches the Investment Management course for California State University, Fullerton’s Trustee Certification Program and frequently speaks on fiduciary investing to attorneys and fiduciaries across various associations. Before joining Prudent...

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Kerrie Lloyd is a Family Fiduciary and a Vice President with Prudent Investors, providing financial solutions including long term accumulation, asset management, risk management, asset protection, and de-cumulation strategies for fiduciaries and investors. Prior to joining Prudent Investors Network, Kerrie was a Financ...

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Nguyen Vu is Vice President of Business Development for Prudent Investors. Prior to his current role, he worked with Professional Fiduciaries Association of California (PFAC). Vu has extensive experience with a fascinating background in highly creative roles with Oakley, Restoration Hardware, and Stacy Dukes Design. V...

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FAY BLIX, a graduate of Western State University College of Law, has been practicing law in Orange County since 1984. She presently devotes the majority of her practice to addressing the legal problems of the elderly and those living with disabilities. She was among the first group of attorneys in the nation to be cert...

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