Meet the professionals who can help you pursue your goals.

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.

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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.

Our Advisors

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Edward Sota

Investment Advisor Representative

Roseville, California

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Rick Rivera, MBA

Investment Advisor Representative

Corona, California

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Dennis P. Notchick, CFP®

Investment Advisor Representative

San Diego, California

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Dan Carter

Investment Advisor Representative

Oxnard, California

Andy

Andrew Anable

Investment Advisor Representative

Santa Barbara, California

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Chris Miller

Investment Advisor Representative

San Diego, California

Our Staff

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James Murray

Compliance Administrator
Operations Supervisor
Client Service Specialist

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Loretta Murray

Client Service Specialist
Operations Manager

julie

Julie Scott

Client Relations Specialist

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Teri Hilario

Operations Assistant

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Pamela Vega

Marketing Manager

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Valerie Van Wieren

Client Relations Specialist

crystal

Crystal Ceballos

Administrative Assistant

debbie

Debbie Carter

Client Service Specialist/Office Manager

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Kathy Anable

Client Service Specialist/Office Manager

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Joya Fabie

ADMINISTRATIVE ASSISTANT

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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:

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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.

Or give us a call at (877) 213-SAFE (7233)