Our Team
Find the Right Financial Planning Consultant for You
Jeremy Lau, CFA®, CFP®
Chief Executive Officer
Jeremy L. 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 and teaches at California State University Fullerton’s Trustee Certification Program. Jeremy regularly advises fiduciaries on managing their clients’ assets and financial needs and works with estate litigators as a financial expert witness. He co-authored the white paper on Decoding the Uniform Prudent Investor Act and regularly publishes articles on financial matters related to the fiduciary profession.
Before joining 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.
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.
Jared Ong, CFP®
Principal
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 and has obtained his CFP® certification. In his spare time, he enjoys composing and arranging music.
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.
Nguyen Vu
VP - Client Services
Nguyen Vu serves as VP of Client Services with 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, Republic of Georgia 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.
Kellie Collier
Marketing Associate
Kellie Collier leads Prudent Investor’s digital marketing efforts. Prior to joining Prudent Investors, Kellie spent the majority of her career in the healthcare industry, managing the strategic and tactical marketing of a national pharmacy.
She holds a Bachelors of Science in Business from the University of Massachusetts – Dartmouth. When Kellie is not curating content for Prudent Investors, she can be found spending quality time with her two young boys and husband in Massachusetts.
Anna Yen, CFA®
Senior Advisor
Anna graduated from the M&T program at the University of Pennsylvania, earning dual degrees in computer science and economics from the School of Engineering and the Wharton School. With a passion for special needs financial planning, she advocates tirelessly for her middle child who has Down syndrome. She’s worked in 5 countries and visited 57 (on 6 continents).
