Jeremy 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 works with estate litigators as a financial expert witness. Before Prudent Investors he worked in senior roles in the investment banking industry in Tokyo and Hong Kong. He graduated in Accounting from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.
Jeremy Lau
Prudent Investors Network
Conference Sessions
B1 - Depletion Analysis Essentials: Planning the Life of a Special Needs Trust
D3 - A Fiduciary Duty to Craft a Financial Plan for Individuals with Limited Resources
B5 - Our Fiduciary Duty: Protecting Elders From Financial Exploitation