Special Needs Answers
David Emerson
Law Office of David Emerson
Mission Viejo, CA 92692
Legal Services for Families with Special Needs Conservatorships/Guardianships Estate planning, Special Needs Trusts, Trust Administration
Special Needs Planners near San Clemente, CA
Mission Viejo, CA 92692
Jeremy Lau, CFA®, CFP®
Prudent Investors
Lake Forest, CA 92630
Jeremy L. Lau serves as the CEO of Prudent Investors. He frequently speaks on investment management and financial planning to professional fiduciaries and trust and estate attorneys around the country.
Ben Chase , CFP®, RICP®, ChSNC®
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.
Meet David Emerson
(949) *** ****
Learn more
David Emerson
Law Office of David Emerson
Legal Services for Families with Special Needs Conservatorships/Guardianships Estate planning, Special Needs Trusts, Trust Administration
(949) *** ****
Tell us about your issue and we will put you in touch with David Emerson.
Meet Jeremy Lau, CFA®, CFP®
(760) *** ****
Learn more
Jeremy Lau, CFA®, CFP®
Prudent Investors
Jeremy L. Lau serves as the CEO of Prudent Investors. He frequently speaks on investment management and financial planning to professional fiduciaries and trust and estate attorneys around the country. Jeremy regularly advises fiduciaries on managing their clients’ assets and financial planning needs and also wor...
(760) *** ****
Tell us about your issue and we will put you in touch with Jeremy Lau, CFA®, CFP®.
Meet Ben Chase , CFP®, RICP®, ChSNC®
(509) *** ****
Learn more
Ben Chase , CFP®, RICP®, ChSNC®
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®, ChSNC®.