Andrew De Vries, MBA, Real Estate Broker, CLPF

I bring more than 25 years of professional sales and marketing experience to my clients’ real estate needs and have a consistent track record of producing outstanding sales for clients throughout the Bay Area.

In the last 17 years alone I have sold more than $750 Million in Bay Area real estate, and am among the top 1% of  Berkshire Hathaway listing agents nationwide for the dollar volume of properties sold. Since 2005, I have been one of the top-50 San Francisco Bay Area realtors based on total number of properties sold annually, according to the local Multiple Listing Service.

A Bay Area native, I have been involved in California real estate since 1997. I completed a 2-unit condominium conversion project, a 2000 Sq Ft garage addition project, and own and manage cash-flow positive multi-unit investment properties in San Francisco and Sonoma Counties. I regularly advise clients on tenancy-in-common, condominium-conversion, and investment-property strategies.

In addition, I regularly advise families, attorneys, and professional fiduciaries on how to sell probate, estate, and trust properties for the highest value.  I have successfully transacted more than 600 local probate, estate, trust and conservatorship properties sales, including  “court-confirmed” probate sales in most major Bay Area counties. As many of these probate clients reside outside of the Bay Area, I provide a turn-key property service to meet their needs.

I earned a Master of Business Administration (MBA) with honors from the University of San Francisco, am a Licensed California Real Estate Broker (#01368031), and hold a California Professional Fiduciary License (#544) to better service clients operating in a fiduciary capacity. 

In addition to deep knowledge of San Francisco, the Peninsula (San Mateo and Santa Clara Counties) and Marin and Sonoma Counties (where I live and own multi-unit investment properties), I am intimately familiar with the unique neighborhoods of Alameda and Contra Costa Counties, where I grew up and sell a large volume of real estate.

Frank Acuna, Esq.

Frank R. Acuña is a founding partner of Acuña & Regli, LLP, with offices located in the San Francisco Bay Area. Acuña & Regli has built its practice around the needs of licensed professional fiduciaries throughout the State of California. He is a California State Bar Certified Specialist in Estate Planning, Probate, and Trust Law and was admitted to the California Bar during 1985.

Jeremy Lau, CFA, CFP

Jeremy L. Lau serves as President and Chief Investment Officer of Prudent Investors. He specializes in managing assets for public and private fiduciaries and individual households. He teaches the investment management course for Cal 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 Asia for some of the world’s largest securities firms 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

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 on-line “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.

Tracy Regli, Esq.

Tracy S. Regli is a founding partner of Acuna & Regli, LLP. Tracy focuses her practice on probate and trust administration, fiduciary representation, conservatorship and special needs planning. She has assisted many banks, fiduciaries, and family members with administering large and small estates throughout California. Prior to starting the firm, Tracy worked for a national real estate investment trust, negotiating and drafting commercial real estate transactions. Her extensive business experience makes her a more effective lawyer when administering estates and negotiating disputes for her clients.