Special Needs Answers
Ben Chase , CFP®, RICP®
Fortitude Financial
Suite 150
Newport Beach, CA 92660
Ben is a Wealth Advisor at Fortitude Financial, where he has been an integral part of the team since January 2013.
Special Needs Planners serving Newport Beach, CA
Suite 150
Newport Beach, CA 92660
Susan A. Katzen
Law Office of Susan A. Katzen
Suite 750
Newport Beach, CA 92660
Susan A. Katzen is dedicated to providing comprehensive, highly personalized estate planning counsel to couples, families and individuals.
Regina Campbell
Law Offices of Regina M. Campbell, APC
Suite 9600
Newport Beach, CA 92660
Bio coming soon!
Meet Ben Chase , CFP®, RICP®
(509) *** ****
Learn more
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...
(509) *** ****
Tell us about your issue and we will put you in touch with Ben Chase , CFP®, RICP®.
Meet Susan A. Katzen
(714) *** ****
Learn more
Susan A. 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...
(714) *** ****
Tell us about your issue and we will put you in touch with Susan A. Katzen.
Meet Regina Campbell
Tell us about your issue and we will put you in touch with Regina Campbell.