Financial Planners

Ken Prodger, CFP®/ChFC®/ChSNC™

Ken Prodger is a CERTIFIED FINANCIAL PLANNER and CHARTERED SPECIAL NEEDS CONSULTANT. Ken is the only such credentialed advisor in California. His practice is fee based and provides comprehensive financial advice regarding trusts, conservatorship a... More...

Mayank S. Kapoor

Mayank has helped many parents and family members of individuals with Autism. He has helped them create a financial plan and designate a special needs trust to handle all the financial responsibility for the individual when their current parent(s)... More...

Bass, Bergeron and Smith, PC

As the father of a special needs child, Jim understands the unique stresses and issues that come with having a loved one with special needs. Whether it is a child that has been special needs all of their life or an adult that has developed dementi... More...

Merrill Lynch Wealth Management Special Needs Trust Services

Our team is comprised of a Certified Special Needs Advisor, two Certified Financial Planners and a Certified Investment Management Analyst. We work closely with families to develop wealth management plans, including trust and estate services, base... More...

Ron Hertzberg, CSNA

There are pressing questions for families who have children with special needs. Who will care of and watch over our child after we are no longer able to do so? Will there be adequate financial resources to maintain a decent quality of life? The co... More...

Transamerica Financial Advisors, Inc.

Provide no obligation financial strategies for families, focusing on legacy plans for families with children with disabilities.

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American Autism & Special Needs Advisors

A team of professionals personally affected by Autism, mental illness, special needs or serious disabilities. A comprehensive financial management and special needs planning process that has uniquely wrapped advocacy, services and resource collabo... More...

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