Corona Del Mar, CA Special Needs Planners

Ms. Cynthia J. Waterson's experience in the field of developmental disabilities spans over 20 years. While working on her undergraduate degree at California State University, Long Beach, she interned at Lanterman Developmental Center in Pomona.

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Ben Chase , CFP®, RICP® Fortitude Financial 23 Corporate Plaza Drive Suite 150 Newport Beach, CA 92660
Susan Katzen Law Office of Susan A. Katzen 1301 Dove Street Suite 750 Newport Beach, CA 92660
Regina Campbell Law Offices of Regina M. Campbell, APC 5000 Birch Street Suite 9600 Newport Beach, CA 92660
Cynthia Waterson Waterson Huth & Associates 17731 Irvine Blvd. Suite 111 Tustin, CA 92780

Meet Ben Chase , CFP®, RICP®

Ben Chase , CFP®, RICP®

Fortitude Financial

Ben is a Wealth Advisor at Fortitude Financial, where he has been an integral part of the team since January 2013. His journey reached a milestone in November 2022 when he rose to the position of Partner, underscoring his significant contributions and dedication to the firm's success. Specializing in comprehensive...

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Meet Susan Katzen

Susan Katzen

Law Office of Susan A. Katzen

Susan A. Katzen is dedicated to providing comprehensive, highly personalized estate planning counsel to couples, families and individuals. Susan serves her clients by first listening closely to their goals, dreams and fears; she then uses her knowledge and experience to develop superior plans that address the...

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Tell us about your issue and we will put you in touch with Susan Katzen.