The Team
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Meet the Blue Zone team
Judith Lu
CEO & Co-founder
Judith Lu is co-founder and CEO of Blue Zone Wealth Advisors where she brings over 20 years of experience.
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Bryan Lee
Chief Investment Officer
Bryan is responsible for researching investments and constructing client portfolios.
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Josh Sailar
Partner
Josh Sailar is co-founder and Partner at Blue Zone Wealth Advisors. Josh provides advanced planning strategies and investment advisory services to clients.
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Christy Smith
Client Service Associate
Christy Smith’s primary role at Blue Zone Wealth Advisors is to provide our clients with exceptional service and support.
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Judith Lu
CEO & Co-founder
Judith Lu is co-founder and CEO of Blue Zone Wealth Advisors where she brings over 20 years of experience.
READ MORE →
Josh Sailar
Partner
Josh Sailar is co-founder and Partner at Blue Zone Wealth Advisors. Josh provides advanced planning strategies and investment advisory services to clients.
READ MORE →
Bryan Lee
Chief Investment Officer
Bryan is responsible for researching investments and constructing client portfolios.
READ MORE →
Christy Smith
Client Service Associate
Christy Smith’s primary role at Blue Zone Wealth Advisors is to provide our clients with exceptional service and support.
READ MORE →
