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Jeremy Lau, CFA®, CFP®

Prudent Investors

Jeremy Lau, CFA®, CFP®

Prudent Investors

Jeremy Lau, CFA®, CFP®

Prudent Investors

Profession LogoFINANCIAL PLANNER

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 Investors, he worked as an Executive Director in investment banking in Tokyo and Hong Kong for Deutsche Bank AG and UBS AG in structured credit and convertible bonds. He graduated in Accounting (with Honors distinction) from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.

Firm Description

For over two decades, Prudent Investors has managed assets for fiduciaries, guardians and individual investors who need low-risk investment management in conjunction with growth of principal.

As an Independent Registered Investment Advisor, our clients' best interests are of the highest priority. Our firm is built to serve you and your unique investment needs.

Experts in managing investments for professional fiduciaries, our white paper on UPIA investing has been an invaluable resource for guardians and trustees. We also serve as instructors for the Cal State Fullerton Trustee Certification course.

Our experience helps our clients weather financial storms. Our diversified portfolios help reduce volatility in normal market conditions.

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

999 Corporate Drive
Suite 255
Ladera Ranch, CA 92694

2598 Fortune Way, Ste G
Vista, CA 92081

On the web

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Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts