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...

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Bio coming soon!

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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...

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I became an estate planning attorney because I want to help families. The legal system can be confusing and intimidating, but it doesn’t have to be. I speak in plain English and truly want you to understand your options and help you make wise decisions. With good planning, not only can future headache and expense...

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Ms. Cynthia J. Waterson's experience in the field of developmental disabilities spans over 20 years. While working on her undergraduate degree at California State University, Long Beach, she interned at Lanterman Developmental Center in Pomona. She then worked for the Coastline Community College, Adult Education at...

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