Safeguard Financial and Insurance Services Employee Directory

InsuranceCalifornia, United States2-10 Employees

Safeguard Financial and Insurance Services serves as a global adviser focusing on the insurance portion of a client’s portfolio. Based in San Ramon, California, it positions itself as a partner to clients’ legal, tax, and wealth advisory teams rather than a competitor. The firm operates as an independently licensed full-service insurance brokerage, drawing on international resources to help identify and manage risk across a client’s financial profile.

Its client base includes professional athletes, family offices, executives, physicians, affluent business owners, individuals, and retirees. By maintaining relationships with a broad spectrum of insurers, Safeguard aims to secure appropriate coverage and pricing for life, health, and related personal and business insurance needs.

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