SEC CRD #801-63481
PrudentLLC.com You can’t always be right but you must be prudent! Skip to content Questions? Call now! (866) 446-1848 PrudentLLC.com You can’t always be right but you must be prudent! Prudent Investor Advisors shows sponsors of 401(k) plans and other retirement plans how a longstanding, yet little-known, legal mechanism in ERISA allows them to get rid of significant fiduciary responsibilities and liabilities by transferring them to PIA. read more Prudent Fiduciary Process PIA’s prudent fiduciary process is legally sound, academically oriented and cost efficient. read more Our Difference PIA’s expertise in ERISA is deep and the firm’s experience investing and managing retirement plans is extensive. read more Retirement Calculator Recent Blog Posts 2025Q4 Quarterly Market Review January 22, 2026 Please click the following to listen to and watch a review of world financial markets over the most recent calendar quarter. This multimedia presentation is produced by Prudent Investor Advisors and is distributed as a service to its clients and affiliates. Download Presentation as a PDF Read more 2025Q3 Quarterly Market Review November 30, 2025 Please click the following to listen to and watch a review of world financial markets over the most recent calendar quarter. This multimedia presentation is produced by Prudent Investor Advisors and is distributed as a service to its clients and affiliates. Download Presentation as a PDF Read more
JEFFREY B. COONTZ
MEMBER
📞 (866) 446-1848
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$1.3B
Location
FOLSOM, CA
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.