Jessica Lu-Buetow, CPA, CFP®
Quantum Financial Advisors, LLC
Suite 800
Pasadena, CA 91101
Bio coming soon!
Quantum Financial Advisors, LLC
Bio coming soon!
Live Oak Estate Planning
Hi, I’m Sati McLafferty, the founder of Live Oak Estate Planning, in my hometown of Claremont. On top of running a business, I am a wife and a mom to two wonderful children.
Hahn & Hahn
Susanne B. Cohen specializes in special needs, long term care and estate planning, including special needs trusts. She advises and represents individuals and professional fiduciaries in court supervised conservatorships, trust administration, probate, and elder and dependen... (read more)
Hi, I’m Sati McLafferty, the founder of Live Oak Estate Planning, in my hometown of Claremont. On top of running a business, I am a wife and a mom to two wonderful children. My journey as a mother to a child with a rare genetic syndrome has shaped my passion for helping families in the special needs community. I...
Susanne B. Cohen specializes in special needs, long term care and estate planning, including special needs trusts. She advises and represents individuals and professional fiduciaries in court supervised conservatorships, trust administration, probate, and elder and dependent adult financial ab...