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 Chase is a Wealth Advisor and Partner at Fortitude Financial, where he has been a key member of the team since 2013. His leadership and dedication led to his promotion to Partner in November 2022, reflecting his long-standing commitment to the firm’s mission and clients.
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 Chase is a Wealth Advisor and Partner at Fortitude Financial, where he has been a key member of the team since 2013. His leadership and dedication led to his promotion to Partner in November 2022, reflecting his long-standing commitment to the firm’s mission and clients. Ben specializes in comprehensive fina...
(509) *** ****
Tell us about your issue and we will put you in touch with Ben Chase , CFP®, RICP®, ChSNC®.