Find the Right Financial Planning Consultant for You

Jeremy Lau, CFA®, CFP®

President / Chief Investment Officer

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.

Ted Ong

Principal

Ted Ong specializes in retirement, fiduciary, and estate planning. He is a nationally recognized expert on the Uniform Prudent Investor Act and has been an investment professional since 1983. He teaches the online Management of the Investment Portfolio class offered by California State University at Fullerton’s Trustee Certification Curriculum and has taught numerous fiduciary investment classes. He holds a Bachelor’s degree from Stanford and an MBA from Brigham Young University.

Elisa Williamson

Director - Operations

Elisa Williamson manages operations and marketing. She served on the steering committee for the San Diego Fiduciary Abuse Specialist Team and the National Guardianship Association Education Committee. She earned both a Bachelor’s and Master’s degree in Business Education from Brigham Young University. As a Board of Trustee member of the local school district since 2000, Elisa takes advantage of the wonderful Southern California weather by growing vegetables, citrus, avocados, peaches, and apples.

Jared Ong

Director - Portfolio Manager

Jared Ong oversees portfolio management, trading and technology. He previously worked at the Capital Group as a business systems analyst where he was integral in improving the trade operations group’s equity, fixed income, and foreign exchange trade processes. A graduate from Brigham Young University, Jared holds a Bachelors in Music. In his spare time, he enjoys composing and arranging music.

Kerrie Lloyd, ChSNC®

Vice President - Sales & Marketing

Kerrie Lloyd is a Family Fiduciary and a Chartered Special Needs Consultant (ChSNC®). Prior to joining Prudent Investors, Kerrie was a Financial Advisor at Merrill Lynch and she has held leadership positions with the most esteemed names in the financial services industry. With over 30 years in the industry, Kerrie works with fiduciaries, families impacted by disabilities, and the institutions who serve them. Ms. Lloyd has also worked with institutional fiduciaries who manage and sponsor a variety of treasury, governmental, and corporate pooled funds where she was also a registered lobbyist with the State of California. She has also held board of directors’ positions serving the disabilities community and the financial services industry.

Nguyen Vu

Vice President - Business Development

Nguyen Vu is Vice President of Business Development for Prudent Investors. Prior to his current role, he worked with Professional Fiduciaries Association of California (PFAC). Vu has extensive experience with a fascinating background in highly creative roles with Oakley, Restoration Hardware, and Stacy Dukes Design.

Vu has worked across major areas around the globe including Miami, Verona, and Belarus. He also spent five years in Beijing in international business development with a privately owned Chinese corporation and was instrumental in negotiating large trade agreements for mass deliveries of locomotives and railway cars.