(877) 213-SAFE (7233)The team behind Safeguard Investment Advisory Group, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Reid Abedeen
Investment Advisor Representative
Corona, California
Reid Abedeen is the managing partner at Safeguard Investment Advisory Group, LLC. As an investment advisor, Reid has helped retirees for over 18 years with issues such as insurance, long-term care planning, financial services, asset protection and many other areas.
Reid Abedeen
Investment Advisor Representative
Reid Abedeen is the managing partner at Safeguard Investment Advisory Group, LLC. As an investment advisor, Reid has helped retirees for over 18 years with issues such as insurance, long-term care planning, financial services, asset protection and many other areas.
Upon receiving his degree in business administration, he began the first leg of his career in the banking industry. Always looking for ways to help the client, Reid realized that institutions were limited in the personal assistance that they could offer families. Believing that the client and their family should come first, he decided to go on his own in order to give the proper help and guidance that many families need in determining their retirement goals.
As an investment advisor, Reid’s primary focus is to get a complete picture and understanding of what the client is looking to achieve personally and financially as well as estate planning for their heirs. Additionally, a plan of action does not mean forcing ideas on a client, but assuring the plan they have in place is sound and on track to meet those goals and objectives. Reid believes every individual should be well-informed about retirement options, and he shares his knowledge and experience as a regular contributor to Kiplinger.
Reid holds California life-only and accident and health licenses (#0C78700), holds a Series 65 license and is and is registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC)
Safeguard Investment Advisory Group - Corona
4160 Temescal Canyon Road
Suite #307
Corona, California 92883
951/667-4969
Our Advisors
Edward Sota
Investment Advisor Representative
Roseville, California
Edward Sota
Investment Advisor Representative
Edward started his consulting career in 1995 and has helped families with financial planning, wealth management, life insurance, long-term care as well as many other areas concerning retirement.
Edward Sota is a partner at Safeguard Investment Advisory Group, LLC. His primary focus as an investment advisor is first getting a complete picture and understanding of his client’s goals, objectives and things that are most important to them. Second, and equally as important, is helping to create a plan that can realistically achieve those financial/retirement goals and objectives. The final step is to help ensure that his clients have a clear and concise understanding of how their plan works.
Edward has been a contributing writer for the New York Daily News, and has been featured in many publications including, Forbes, Bloomberg Businessweek, Money and Investors Business Daily.
Edward contributes a great deal of his success to his wife Kathy’s support and understanding during the many years of studying and hard work. He has three wonderful children Hailey, Alyssa and Christopher, which are three more reasons why he works so hard. When he’s not working, Edward is an avid outdoors man and enjoys spending time with his wife and children. He is also an active member of his church and community .
Edward holds California life-only and accident and health licenses (#0C16747), holds a Series 65 license and is registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC)
Safeguard Investment Advisory Group - Roseville, CA
3005 Douglas Boulevard
Suite 150
Roseville, CA 95661
916.966.3040
Rick Rivera, MBA
Investment Advisor Representative
Corona, California
Rick Rivera, MBA
Investment Advisor Representative
Rick Rivera is a partner at Safeguard Investment Advisory Group, LLC with over 18 years of experience in the financial industry providing guidance to those planning for retirement. He is an Investment Advisor Representative holding a Series 65 license, as well as life-only and accident and health licenses in California (#0B51891). This allows him to provide a wide variety of retirement and estate planning strategies.
Rick holds a bachelors degree with a concentration in marketing along with an MBA from the University of Phoenix. Rick also holds a certification from the College for Financial Planning which consists of the following courses:
- Financial planning process and insurance
- Investment planning
- Retirement planning and employee benefits
- Estate planning
When Rick is not working, he enjoys scuba diving, fishing and most of all riding his Harley with his wonderful wife, Shawna.
Rick is registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC)
Safeguard Investment Advisory Group - Corona
4160 Temescal Canyon Road
Suite #307
Corona, California 92883
951/667-4969
Dennis P. Notchick, CFP®
Investment Advisor Representative
San Diego, California
Dennis P. Notchick, CFP®
Investment Advisor & Certified Financial Planner
Dennis started his financial career at Bernstein Global Wealth Management in Houston. As a senior associate, he helped managed 200+ client relationships invested in global stocks, bonds and hedge funds, with assets under management of $1.3 billion. As a result of the stock market crash of 2008, Dennis learned the importance of advanced risk, income and estate tax planning, strategies that were critical to his clients’ long-term success.
Dennis worked closely with trust and estate attorneys on advanced estate planning strategies such as GRATs (grantor retained annuity trusts) and ILITs (irrevocable life insurance trusts) to help clients save thousands of dollars in estate and gift taxes.
In 2009, Dennis attended Rice University in Houston for the educational portion of the Certified Financial Planner program and was certified in May 2010. After obtaining his certification, Dennis had the opportunity to work with TD Life Services consulting individuals and families with life insurance planning, which included tax-free income and retirement planning, and potential “hybrid” long-term care planning.
Dennis was then recruited to Altegris Investments, where he helped his clients utilize low-correlation hedge fund strategies to help diversify and lower portfolio correlation to the broader indexes. Dennis enjoyed working in the niche arena of hedge funds but wanted to handle more aspects of the financial “big picture” and also become independent in order to provide the best value and client service available. It was that desire that prompted Dennis to launch Clearsight Planning.
In June 2015, Dennis joined Safeguard Investment Advisory Group, where he now has the unique opportunity to offer his clients the service of an independent firm in partnership with an established and well-respected financial entity.
Dennis holds California life-only and accident and health licenses (#0H74541), Is a Certified Financial Planner (CFP) and is registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC)
Safeguard Investment Advisory Group - San Diego
3655 Nobel Drive
Suite 340
San Diego, California 92122
858/412-4374
Dan Carter
Investment Advisor Representative
Oxnard, California
Dan Carter
Investment Advisor Representative
Dan Carter has enjoyed 17 years in the insurance and estate planning industry. He attributes his success to connecting with, nurturing and maintaining close, trusting relationships with each of his clients.
Dan attended Pierce College while pursuing his associate of arts degree and later began an extensive career in radio and marketing, which included creating on-air shows, writing, producing and upper management roles.
His creative work in radio earned him “Best in Show” recognition, the top honor at the Coastal California Addy Awards (The American Advertising Federation).
Dan is the radio host for a financial radio program, “The Big Picture Radio Show” on KVTA 1590, Ventura County’s Gold Coast news talk station. He is also a published writer with work distributed worldwide.
Dan is thankful and appreciative of his wife, Debbie, who has given him support and understanding during their 35 years of marriage. He has two beautiful children, Cali and Camron.
When he’s not working, Dan stays fit by jogging on the beach and working out with a personal trainer. He also enjoys spending time with his kids camping and hiking in the great outdoors of Ventura County’s Gold Coast.
Dan holds California life-only and accident and health licenses (#0C32681), a Series 65 license and is registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC)
Safeguard Investment Advisory Group - Oxnard
2851 N. Ventura Road
Suite 102
Oxnard, California 93036
805/985-8650
Andrew Anable
Investment Advisor Representative
Santa Barbara, California
Andrew Anable
Investment Advisor Representative
Andrew Anable has been helping families with their estate, financial and retirement needs for over 20 years. He is an Investment Advisor Representative holding a Series 65 license, as well as life-only and accident and health licenses in California (#0B85707). This allows him to provide a wide variety of retirement and estate planning strategies.
Andrew received a Bachelor of Science degree from UC Santa Barbara in 1990 before beginning his career as a financial planner. After several years in the industry, Andrew saw that the large financial firms were limited in the personal assistance they were offering to families. Believing clients’ needs should come first, Andrew has collaborated closely with Safeguard since 2006. Being a part of the Safeguard team allows Andrew to offer a holistic approach and guidance his clients and their families deserve.
Andrew is a devoted family man. He and his wife, Kathy, have been together for over 30 years and have two children. When Andrew isn’t working, you can find him on his mountain bike, paddle boarding at the beach or camping with his family.
Andrew feels his primary responsibility is to have a very thorough and complete understanding of what the client is looking to achieve personally and financially. This personal approach helps ensure that his clients’ financial plans are sound and on track to meet their goals and objectives. It is Andrew’s philosophy to always act on behalf of what is best for his clients.
Andrew is registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC)
Safeguard Investment Advisory Group - Santa Barbara
1522 Olive Street
Suite #B
Santa Barbara, California 93101
805/892-4515
Chris Miller
Investment Advisor Representative
San Diego, California
Chris Miller
Investment Advisor
Chris started his financial career in 2000, and worked in New York City and Los Angeles before eventually returning to San Diego, the place he was born and raised.
Joining Safeguard Investment Advisory allowed Chris to serve clients in his hometown. His extensive background working with affluent and high-net-worth individuals has taught him the importance of having a good plan. Chris’ success comes from his ability to communicate with clients and understand what is important to them.
Chris spends his free time staying active with his three boys and enjoys coaching them in baseball and football.
Chris holds California life-only and accident and health licenses, a Series 66 license and is registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC)
Safeguard Investment Advisory Group - San Diego
3655 Nobel Drive
Suite 340
San Diego, California 92122
858/412-4374
Our Staff
James Murray
Compliance Administrator
Operations Supervisor
Client Service Specialist
Loretta Murray
Client Service Specialist
Operations Manager
Julie Scott
Client Relations Specialist
Teri Hilario
Operations Assistant
Pamela Vega
Marketing Manager
Valerie Van Wieren
Client Relations Specialist
Crystal Ceballos
Administrative Assistant
Debbie Carter
Client Service Specialist/Office Manager
Kathy Anable
Client Service Specialist/Office Manager
Joya Fabie
ADMINISTRATIVE ASSISTANT
Anette Schol-Bermel
Client Service Specialist
Giving Back
Giving back can mean many things to many different people. At Safeguard Investment Advisory Group, LLC, we think the most meaningful gifts are those given to causes making a difference in the lives of others. We are proud to do our part in giving back to the following charities:
Complimentary Consultation
We can meet with zero obligations on your part. If you can invest one hour today for a no-obligation consultation, we can place you on the path toward owning your tomorrows.