Ben Chase is a Wealth Advisor and Partner at Fortitude Financial, where he has been a key member of the team since 2013. His leadership and dedication led to his promotion to Partner in November 2022, reflecting his long-standing commitment to the firm’s mission and clients. Ben specializes in comprehensive fina...

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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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Bio coming soon!

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Jeremy L. Lau serves as the CEO of Prudent Investors. He frequently speaks on investment management and financial planning to professional fiduciaries and trust and estate attorneys around the country. Jeremy regularly advises fiduciaries on managing their clients’ assets and financial planning needs and also wor...

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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. She then worked for the Coastline Community College, Adult Education at...

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