Protected Investors of America logo

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.

Find Protected Investors of America employees' phone numbers or email addresses

Protected Investors of America Global Highlights

Location
Employees

North America
48

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  • United States Of America
    48

Protected Investors of America's Leadership

  • Partner at Protected Investors of America
    B. A.
    Partner
  • Owner at Protected Investors of America
    C. N.
    Owner
  • Manager at Protected Investors of America
    M. O.
    Manager
  • Financial Planner at Protected Investors of America
    F. M.
    Financial Planner
  • Financial Planner at Protected Investors of America
    J. B.
    Financial Planner
  • Financial Advisor at Protected Investors of America
    K. T.
    Financial Advisor

Protected Investors of America Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Support
  • Other
  • Community & Social Services

Contact profiles from Protected Investors of America

Name
Title
Contact
Location
Last Update
  • Partner at Protected Investors of America
    B. A.
    Partner
    Oct 17, 2024
  • Owner at Protected Investors of America
    C. N.
    Owner
    Jul 26, 2026
  • Manager at Protected Investors of America
    M. O.
    Manager
    Oct 17, 2024
  • Financial Planner at Protected Investors of America
    F. M.
    Financial Planner
    Oct 23, 2024
  • Financial Planner at Protected Investors of America
    J. B.
    Financial Planner
    Oct 23, 2024
  • Financial Advisor at Protected Investors of America
    K. T.
    Financial Advisor
    Oct 22, 2024

Frequently Asked Questions

What is Protected Investors of America known for?

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Protected Investors of America was founded in 1934 and operates in the Financial Services industry. You can contact Protected Investors of America's main corporate office by phone at . Explore Protected Investors of America's company overview page for more information.

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

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Protected Investors of America employees' email format typically follows the pattern of FLast@protectedinvestors.com. 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?

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

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

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

  • Partner: B. A.
  • Owner: C. N.
  • Manager: M. O.
  • Financial Planner: F. M.
  • Financial Planner: J. B.

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