Our Team

Find the Right Financial Planning Consultant for You

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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. 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.

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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.

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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.

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Nguyen Vu

VP - Client Experience

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.

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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.

Mark Yamasaki

Mark "Bear" Yamasaki

Director - Operations

Mark “Bear” Yamasaki serves Prudent Investors as the Director of Operations. Prior to joining the Prudent team, he worked in Customer Operations for a growing multinational SaaS company. He focused on areas like customer success, support service, project management, retention and business development. In his previous company he played a significant role in improving the customer experience and achieving operational excellence. Mark holds a B.S. in Business Management from Loyola Marymount University.
In his free time he enjoys the challenge of coaching youth soccer and basketball, where he hones his skills in patience and herding cats (the two-legged kind). He loves spending time with his family. His three kids keep him busy and have dramatically improved his Uber score. His wife, a Veterinarian, makes sure there are always furry kids running around the house, making Mark both an expert in customer relations and pet hair removal.
Anna Yen, CFA®

Anna Yen, CFA®

Senior Advisor

Anna Yen, CFA®, joins Prudent as Senior Advisor. She began specializing in equity derivatives and alternatives investing, along with portfolio and wealth management over 20 years ago, having held roles at JPMorgan, UBS, and asset management firms. As founder of personal finance blog Family Money Map, she has published financial writing on media outlets, digital asset platforms, and personal finance platforms.

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. Anna is on the Board of Directors of DSDN, the largest parent support network in the nation serving families who receive a Down syndrome diagnosis. She’s worked in 5 countries and visited 57.