What departments does Protection Point Advisors have?

Protection Point Advisors has employees across 3 departments including Operations, Administrative, Program & Project Management.

What is the largest department at Protection Point Advisors?

The largest department at Protection Point Advisors is Operations with 1 employees.

Where are Protection Point Advisors employees located globally?

Protection Point Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Protection Point Advisors's team size changed over time?

Protection Point Advisors's team has decreased from approximately 20 to 15 employees based on available data.

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Protection Point Advisors Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Protection Point Advisors is a small financial services advisory practice based in Roseville, California. It provides personalized financial and investment planning with an emphasis on respectful, honest guidance and strategies aimed at reducing risk during market downturns while pursuing growth. Advisory services are delivered through EWG Elevate, Inc. operating as Protection Point Advisors, and the firm highlights responsiveness and accessibility as core aspects of its service.

The firm specializes in investment management, estate planning, and pre-retirement planning, including guidance on benefits and post-retirement income. Clients receive quarterly performance reports, ongoing account monitoring against benchmarks, consolidated statements, and an annual fee based on assets under management; the organization maintains offices in Roseville and Los Angeles, California.

Protection Point Advisors Global Highlights

North America
26

United States Of America
26

Protection Point Advisors's Leadership

J. M.
Director Of Operations
Mobile Phone
Email
M. M.
Office Manager
Mobile Phone
Email
J. D.
Project Management
Mobile Phone
Email

Protection Point Advisors Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Business
Accounting
Administrative
Other
Analytics

Contact profiles from Protection Point Advisors

Name

Title

Contact Info

Location

Last Update

J. M.
Director Of Operations
Mobile Phone
Email
Oct 22, 2024
M. M.
Office Manager
Mobile Phone
Email
UNITED STATES
Feb 19, 2024
J. D.
Project Management
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Protection Point Advisors known for?

Protection Point Advisors was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 1075 Creekside Ridge Drive #150 Roseville, California 95678 United States. Explore Protection Point Advisors's company overview page for more information.

What is Protection Point Advisors's most common email format?

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

How many employees does Protection Point Advisors have currently?

Protection Point Advisors has approximately 10 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Protection Point Advisors's key employees and leadership?

As of May 2026, Protection Point Advisors's key employees include:

Director Of Operations: J. M.
Office Manager: M. M.
Project Management: J. D.

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Protection Point Advisors Employee Directory

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