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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

Bio coming soon!

Firm Description

For over two decades, Prudent Investors Network (PIN) 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

On the web

View Firm Website

View Firm Blog


Topics

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