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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