Steven Bliss
Steven F. Bliss, Attorney at Law
Suite 200
Temecula, CA 92590
Bio coming soon!
Steven F. Bliss, Attorney at Law
Bio coming soon!
CPT Institute
Will has spent the past twenty-five years working in healthcare and meeting the needs of the disabled. Will’s past work experience includes thirteen years in many healthcare environments as a Medicare & Medicaid Fraud Auditor, State Director of Total Quality Management, Emerg... (read more)
CPT Institute
Jeremy Sanchez is CPT Institute’s Director of Operations and is responsible for overseeing all operational aspects of the charity. This includes keeping up to date with the finances, case management, trust administration, marketing, and training of CPT Institute.
Sandoval Legacy Group - A division of Holstrom, Block, and Parke APLC
Dennis Sandoval is the only attorney in California that has certifications in the three areas of estate planning, elder law and taxation.
Valiant Partners
I have been helping families plan their financial futures for over 20 years. In 2015 I cofounded a wealth advisory firm with my father, Dan, to provide clients with unbiased, evidence-based advice.
Prudent Investors
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 assoc... (read more)
Prudent Investors
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.
Steven F. Bliss, Attorney at Law
Bio coming soon!
Law Office of Melinda S. Bell
Bio Coming Soon!
Will has spent the past twenty-five years working in healthcare and meeting the needs of the disabled. Will’s past work experience includes thirteen years in many healthcare environments as a Medicare & Medicaid Fraud Auditor, State Director of Total Quality Management, Emergency Medical Technician, Lif...
Jeremy Sanchez is CPT Institute’s Director of Operations and is responsible for overseeing all operational aspects of the charity. This includes keeping up to date with the finances, case management, trust administration, marketing, and training of CPT Institute. Jeremy received his Bachelor of Science in Busine...
Dennis Sandoval is the only attorney in California that has certifications in the three areas of estate planning, elder law and taxation. He received his Certified Estate Planning, Trust and Probate Law Specialist designation from the California Bar Board of Legal Specialization in 1998. He received his Certified Taxat...
I have been helping families plan their financial futures for over 20 years. In 2015 I cofounded a wealth advisory firm with my father, Dan, to provide clients with unbiased, evidence-based advice. I started Valiant Partners with Dad and my wife Lily in 2020 to focus exclusively on serving the unique needs of neur...
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...
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...