What departments does Protected Investors of America have?

Protected Investors of America has employees across 1 departments including Banking.

What is the largest department at Protected Investors of America?

The largest department at Protected Investors of America is Banking with 3 employees.

Where are Protected Investors of America employees located globally?

Protected Investors of America has employees across 1 continents and 1 countries including United States Of America.

How has Protected Investors of America's team size changed over time?

Protected Investors of America's team has remained stable from approximately 18 to 18 employees based on available data.

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Protected Investors of America Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Protected Investors of America is a financial services firm based in Santa Rosa, California. Its advisory team includes Certified Financial Planner professionals, CFAs, financial advisors, and asset managers who are licensed with FINRA and registered with the SEC. They provide portfolio consultation, planning, personalized solutions, and asset management to address clients' evolving financial needs, with an emphasis on cost awareness and quality of return on investment. The firm’s stated mission is to help clients preserve wealth, build prosperity, and secure their financial future. In January 2020, Protected Investors of America announced the appointment of Laurent Valosek as Executive Director.

Protected Investors of America Global Highlights

North America
48

United States Of America
48

Protected Investors of America's Leadership

B. A.
Partner
Mobile Phone
Email
C. N.
Owner
Mobile Phone
Email
M. T.
Client Experience Manager
Mobile Phone
Email
M. O.
Manager
Mobile Phone
Email
F. M.
Financial Planner
Mobile Phone
Email
J. B.
Financial Planner
Mobile Phone
Email
K. T.
Financial Advisor
Mobile Phone
Email

Protected Investors of America Employee Metrics

100%

50%

2026

2025

Banking
Entrepreneurship
Support
Other
Community & Social Services

Contact profiles from Protected Investors of America

Name

Title

Contact

Location

Last Update

B. A.
Partner
Mobile Phone
Email
Oct 17, 2024
C. N.
Owner
Mobile Phone
Email
Jul 26, 2026
M. T.
Client Experience Manager
Mobile Phone
Email
Oct 22, 2024
M. O.
Manager
Mobile Phone
Email
Oct 17, 2024
F. M.
Financial Planner
Mobile Phone
Email
Oct 23, 2024
J. B.
Financial Planner
Mobile Phone
Email
Oct 23, 2024
K. T.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Protected Investors of America known for?

Protected Investors of America was founded in 1934 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-415-775-****

. Explore Protected Investors of America's company overview page for more information.

What is Protected Investors of America's most common email format?

Protected Investors of America employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Protected Investors of America email formats with LeadIQ.

How many employees does Protected Investors of America have currently?

Protected Investors of America has approximately 25 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Protected Investors of America's key employees and leadership?

As of August 2026, Protected Investors of America's key employees include:

Partner: B. A.
Owner: C. N.
Client Experience Manager: M. T.
Manager: M. O.
Financial Planner: F. M.

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Protected Investors of America Employee Directory

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