Special Needs Answers
Steven Bliss
Steven F. Bliss, Attorney at Law
Suite 200
Temecula, CA 92590
Bio coming soon!
Special Needs Planners near Palm Desert, CA
Suite 200
Temecula, CA 92590
Will Lindahl
CPT Institute
Suite 310
San Marcos, CA 92069
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)
Jeremy Sanchez
CPT Institute
Suite 310
San Marcos, CA 92069
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.
Dennis Sandoval
Sandoval Legacy Group - A division of Holstrom, Block, and Parke APLC
Suite 105
Riverside, CA 92506
Dennis Sandoval is the only attorney in California that has certifications in the three areas of estate planning, elder law and taxation.
Jeff Vistica, CFP®, ChSNC®
Valiant Partners
Suite 160
Carlsbad, CA 92011
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.
Jeremy Lau, CFA®, CFP®
Prudent Investors
Suite 255
Ladera Ranch, CA 92694
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)
Kerrie Lloyd, ChSNC®
Prudent Investors
Suite 255
Ladera Ranch, CA 92694
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 Bliss
Steven F. Bliss, Attorney at Law
San Diego, CA 92123
Bio coming soon!
Melinda Bell
Law Office of Melinda S. Bell
Suite 210
San Juan Capistrano, CA 92675
Bio Coming Soon!
Meet Steven Bliss
Tell us about your issue and we will put you in touch with Steven Bliss.
Meet Will Lindahl
(855) *** ****
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Will Lindahl
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, Emergency Medical Technician, Lif...
(855) *** ****
Tell us about your issue and we will put you in touch with Will Lindahl.
Meet Jeremy Sanchez
(855) *** ****
Learn more
Jeremy Sanchez
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. Jeremy received his Bachelor of Science in Busine...
(855) *** ****
Tell us about your issue and we will put you in touch with Jeremy Sanchez.
Meet Dennis Sandoval
(951) *** ****
Learn more
Dennis Sandoval
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. 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...
(951) *** ****
Tell us about your issue and we will put you in touch with Dennis Sandoval.
Meet Jeff Vistica, CFP®, ChSNC®
(760) *** ****
Learn more
Jeff Vistica, CFP®, ChSNC®
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. I started Valiant Partners with Dad and my wife Lily in 2020 to focus exclusively on serving the unique needs of neur...
(760) *** ****
Tell us about your issue and we will put you in touch with Jeff Vistica, CFP®, ChSNC®.
Meet Jeremy Lau, CFA®, CFP®
(760) *** ****
Learn more
Jeremy Lau, CFA®, CFP®
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 associations. Before joining Prudent...
(760) *** ****
Tell us about your issue and we will put you in touch with Jeremy Lau, CFA®, CFP®.
Meet Kerrie Lloyd, ChSNC®
(760) *** ****
Learn more
Kerrie Lloyd, ChSNC®
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. Prior to joining Prudent Investors Network, Kerrie was a Financ...
(760) *** ****
Tell us about your issue and we will put you in touch with Kerrie Lloyd, ChSNC®.
Meet Steven Bliss
Tell us about your issue and we will put you in touch with Steven Bliss.
Meet Melinda Bell
Tell us about your issue and we will put you in touch with Melinda Bell.