Safeguard Investment Advisory Group Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

The team at Safeguard Investment Advisory Group is committed to helping you reach your financial goals. That’s why we spend so much time up front to understand your financial and lifestyle objectives, and other information about you before we offer any investment advice. We provide custom solutions based on your individual needs.

Our services include:

    Portfolio management
    Investment planning
    Financial education and financial planning seminars
    Wealth management
    Retirement planning
   

THIS SITE IS OPERATED AND MAINTAINED BY SAFEGUARD INVESTMENT ADVISORY GROUP, LLC. A REGISTERED INVESTMENT ADVISORY FIRM. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SECURITIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HERE.

Find Safeguard Investment Advisory Group employees' phone numbers or email addresses

Safeguard Investment Advisory Group Global Highlights

North America
20

United States Of America
20

Safeguard Investment Advisory Group's Leadership

J. C.
Assistant Controller
Mobile Phone
Email
L. M.
Operations Manager
Mobile Phone
Email
H. C.
Client Service Specialist
Mobile Phone
Email
A. C.
Investment Advisor
Mobile Phone
Email

Safeguard Investment Advisory Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Legal
Support
Accounting
Other

Contact profiles from Safeguard Investment Advisory Group

Name

Title

Contact Info

Location

Last Update

J. C.
Assistant Controller
Mobile Phone
Email
United StatesNew York
Jun 27, 2025
L. M.
Operations Manager
Mobile Phone
Email
United States
Feb 12, 2026
H. C.
Client Service Specialist
Mobile Phone
Email
United StatesArizona
Feb 12, 2026
A. C.
Investment Advisor
Mobile Phone
Email
United StatesArizona
Feb 12, 2026

Frequently Asked Questions

What is Safeguard Investment Advisory Group known for?

Safeguard Investment Advisory Group operates in the Investment Management industry. The company's main headquarters is located in 4160 Temescal Canyon Road Suite 307 Corona, California 92883 United States; you can contact the main corporate office by phone at

+1-951-667-****

. Explore Safeguard Investment Advisory Group's company overview page for more information.

What is Safeguard Investment Advisory Group's most common email format?

Safeguard Investment Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Safeguard Investment Advisory Group email formats with LeadIQ.

How many employees does Safeguard Investment Advisory Group have currently?

Safeguard Investment Advisory Group has approximately 16 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Safeguard Investment Advisory Group's key employees and leadership?

As of February 2026, Safeguard Investment Advisory Group's key employees include:

Assistant Controller: J. C.
Operations Manager: L. M.
Client Service Specialist: H. C.
Investment Advisor: A. C.

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