Special Needs Answers
Melinda Bell
Law Office of Melinda S. Bell
Suite 210
San Juan Capistrano, CA 92675
Bio Coming Soon!
Special Needs Planners near Capistrano Beach, CA
Suite 210
San Juan Capistrano, CA 92675
Jeremy Lau, CFA®, CFP®
Prudent Investors
Suite 255
Ladera Ranch, CA 92694
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 assoc... (read more)
Kerrie Lloyd, ChSNC®
Prudent Investors
Suite 255
Ladera Ranch, CA 92694
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.
Fay Blix
Law Office of Fay Blix
Laguna Hills, CA 92653
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.
Meet Melinda Bell
Tell us about your issue and we will put you in touch with Melinda Bell.
Meet Jeremy Lau, CFA®, CFP®
(760) *** ****
Learn more
Jeremy Lau, CFA®, CFP®
Prudent Investors
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...
(760) *** ****
Tell us about your issue and we will put you in touch with Jeremy Lau, CFA®, CFP®.
Meet Kerrie Lloyd, ChSNC®
(760) *** ****
Learn more
Kerrie Lloyd, ChSNC®
Prudent Investors
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...
(760) *** ****
Tell us about your issue and we will put you in touch with Kerrie Lloyd, ChSNC®.
Meet Fay Blix
(949) *** ****
Learn more
Fay Blix
Law Office of Fay Blix
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...
(949) *** ****
Tell us about your issue and we will put you in touch with Fay Blix.