What departments does Safeguard Investment Advisory Group have?

Safeguard Investment Advisory Group has employees across 2 departments including Operations, Finance.

What is the largest department at Safeguard Investment Advisory Group?

The largest department at Safeguard Investment Advisory Group is Operations with 1 employees.

Where are Safeguard Investment Advisory Group employees located globally?

Safeguard Investment Advisory Group has employees across 1 continents and 1 countries including United States Of America.

How has Safeguard Investment Advisory Group's team size changed over time?

Safeguard Investment Advisory Group's team has grown from approximately 14 to 17 employees based on available data.

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Safeguard Investment Advisory Group Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Safeguard Investment Advisory Group is a registered investment advisory firm based in Corona, California, operating in the investment management industry. It provides portfolio management, investment planning, wealth and retirement planning, and financial education seminars, delivering tailored solutions aligned with individual needs. The firm emphasizes spending significant time up front to understand clients' financial and lifestyle objectives before offering investment guidance.

The company serves individuals seeking financial confidence through personalized advisory services. In 2024 it opened a new office in Escondido, California, and in 2025 announced the acquisition of Solutions First Financial Group to expand into Arizona.

Safeguard Investment Advisory Group Global Highlights

North America
23

United States Of America
23

Safeguard Investment Advisory Group's Leadership

J. C.
Assistant Controller
Mobile Phone
Email
L. M.
Operations Manager
Mobile Phone
Email
E. V.
Client Relations Specialist
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%

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
Jun 02, 2026
E. V.
Client Relations Specialist
Mobile Phone
Email
United States
Apr 15, 2026
H. C.
Client Service Specialist
Mobile Phone
Email
United StatesArizona
Apr 15, 2026
A. C.
Investment Advisor
Mobile Phone
Email
United StatesArizona
Apr 17, 2026

Frequently Asked Questions

What is Safeguard Investment Advisory Group known for?

Safeguard Investment Advisory Group operates in the Investment Management industry; 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 19 employees as of July 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 July 2026, Safeguard Investment Advisory Group's key employees include:

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

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Safeguard Investment Advisory Group Employee Directory

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