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...

(714) *** ****

Bio coming soon!

(949) *** ****

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...

(714) *** ****

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) *** ****

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) *** ****

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) *** ****