Judith Lu is the CEO and Co-Founder of Blue Zone Wealth Advisors, bringing over 20 years of experience in portfolio construction, financial planning, and wealth management for high-net-worth individuals, families, and non-profit organizations.
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Before founding Blue Zone Wealth Advisors, Judith was a Managing Director and Partner at Miracle Mile Advisors, an Investment Advisory firm in Los Angeles. She also served as Senior Vice President at City National Bank's Private Client Services team and as Executive Director and Senior Private Client Advisor at UBS AG's Wealth Management International Division, where she advised ultra-high-net-worth clients across Latin America. At UBS, Judith co-founded the Mexican Women’s Circle and developed an educational series focused on female clients and their families. Her expertise has been recognized by Forbes, naming her a “Best-In-State Wealth Advisor” in 2018, 2019, and 2020, and a “Top Women Wealth Advisor” from 2017 to 2020. In 2019, she was also named one of InvestmentNews’ Women to Watch.

Judith holds a Magna Cum Laude degree in Business Administration and World Arts and Cultures from UCLA, and a Global MBA, also Magna Cum Laude, from Thunderbird School of Global Management. She is licensed with FINRA Series 66 and holds an insurance license.

Judith is fluent in Mandarin Chinese and Spanish, and conversant in French, Italian, and Portuguese. She serves on the Advisory Board of College Access Partnership, a non-profit organization that supports low-income, college-bound students.

Josh Sailar is a Partner and Co-Founder of Blue Zone Wealth Advisors, bringing over a decade of experience focusing on tax planning and investment advisory. At Blue Zone, he specializes in constructing and managing customized advanced plans for business owners, executives, and large families. His expertise includes liquidity planning, equity incentive plans, and tax management.

Before Blue Zone, Josh was an advisor at Miracle Mile Advisors, an Investment Advisory firm in Los Angeles. He was recognized by Forbes in 2024 as a Best-In-State Wealth Advisor.

Josh earned his Bachelor’s Degree in Management from Binghamton University. He holds the Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA) designations, and is licensed with FINRA Series 7, 63, and 65, as well as a tax preparer license.

On weekends, Josh enjoys playing pickup soccer and surfing in Manhattan Beach. He has been actively involved in community rehabilitation projects and supports organizations such as the Magic Paintbrush Project and Big Brothers Big Sisters of Greater Los Angeles.

Anderson (Andie) is a Managing Director at Blue Zone Wealth Advisors, specializing in working with entrepreneurs and their families. With over a decade of experience, Andie excels at integrating investment strategies with comprehensive financial planning, including income tax mitigation, multigenerational wealth transfer, and asset protection. Acting as her clients' quarterback or personal CFO, she is dedicated to providing bespoke family office solutions, regularly coordinating with key advisors such as CPAs and attorneys.

Before joining Blue Zone in 2024, Andie served as a Managing Director at Miracle Mile Advisors, an Investment Advisory Firm in Los Angeles, for 12 years. She was recognized by Forbes from 2020 to 2024 as a Top Women Advisor, Top Wealth Advisor, and Top Next-Gen Wealth Advisor in California.

Andie earned her Bachelor's Degree from UCLA and holds the designation of Certified Financial Planner (CFP®) and the FINRA Series 65 license.

Andie is a coach at Defy Ventures and an avid supporter of the Innocence Project. She resides in Marina del Rey with her husband, where she likes taking long walks, cooking, reading, and surfing on the weekends.

Bryan Lee is the Chief Investment Officer of Blue Zone Wealth Advisors. With over a decade of experience investing up and down the capital structure, Bryan manages both the public and private investments at Blue Zone and is responsible for shaping the firm's overall investment strategy.

Before joining Blue Zone, Bryan worked as a Portfolio Manager for a Registered Investment Advisor in Orange County. He was part of an eight-person team managing over $3 billion in assets under management (AUM), utilizing a bottom-up, opportunistic value-oriented strategy. His experience includes event-driven, special situations, stressed/distressed debt, and international investments.

Bryan holds a Master’s in Finance from Bentley University, graduating with high distinction, and a Bachelor of Science in Business Administration and Finance from the University of Tennessee. He is also a CFA® charter holder.

In his free time, Bryan enjoys spending time at the beach, living an active lifestyle with his wife and friends, and watching his favorite sports teams play.

C. Stacey Tarantino, M.B.A. is the Chief Operations Officer at Blue Zone Wealth Advisors, overseeing the firm’s operations, human resources, legal, and compliance functions. She assumed this role in May 2023 and is based in Los Angeles. Stacey is known for her exceptional communication, negotiation, and facilitation skills, making her a trusted confidant and counselor within the C-suite. Her ability to cultivate positive work environments and establish strong partnerships further enhances her contributions to the firm.

Before Blue Zone, Stacey worked as an independent consultant for family offices, providing support in wealth management, investment, advisory, and trust services. She also served as Operations Manager for an ultra-high-net-worth private single-family office in Greenwich, Connecticut, and West Palm Beach, Florida, for over a decade. Her professional journey includes roles such as Operations & Administration Manager at FUTURE 5 and Human Resources & Office Operations Manager at North Castle Partners Advertising, where she worked for over seventeen years.

Stacey holds an M.B.A. with a concentration in Human Resources from the University of Bridgeport, graduated summa cum laude from the University of Connecticut, and earned a Paralegal certification.

Stacey is known for her strong interpersonal skills and ability to create positive work environments. Outside of her professional life, she enjoys engaging in community activities and leveraging her extensive experience in operations, legal, and human resources to make meaningful contributions.

Jay Sanders transitioned to his role at Blue Zone in 2023, bringing a unique perspective as a Financial Advisor enriched by his background in business management, entertainment, and hospitality. As an entrepreneur and investor, Jay leverages his strong relationships to offer a holistic approach to financial advising, focused on his clients' financial health and overall well-being.

Jay began his career as an Executive Assistant to the President of Walt Disney Pictures during its peak as Hollywood's highest-grossing studio. He later became a Development Executive for Oscar-winning filmmaker James Cameron at 20th Century Fox, contributing to landmark films like TITANIC and AVATAR. Jay also produced successful movies and TV projects, including Jumper, which opened #1 worldwide, and December Boys, starring Daniel Radcliffe. In 2011, Jay co-founded Crazy Harry’s Bar, named one of the "Top Ten Craft Beer Bars in Los Angeles" by Gayot. After selling the business in 2015, he joined Firestone Walker Brewing Co., where he helped launch The Propagator, Firestone’s experimental brewery/restaurant and retail operation in Los Angeles, which he managed for nearly eight years.

Jay holds a Bachelor's Degree in Communications from Southern Methodist University and a FINRA Series 65 License.

Jay is an active philanthropist, raising funds and volunteering for organizations such as the Boys and Girls Club of Venice, GRL SWRL, and the Surfrider Foundation. In his spare time, Jay is an avid reader and enjoys cycling, cooking, wine tasting, and traveling with his family.