Your Guides To Financial Confidence

Helping individuals and families pursue their ideal retirement.

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Meet The Team

At Safeguard Investment Advisor Group, LLC, we don’t take your financial future lightly. As part of our commitment to putting you and your passions first, we’ve instituted a fiduciary standard of care for all our advisors. This iron-clad pledge means we’re required by law to do what’s best for you and your retirement investments — not our profits. So whether you’re worried about outliving your money, paying too much in taxes, geopolitical chaos or long-term care, we’re here to help and always put you first.

Reid Abedeen

Reid Abedeen Managing Partner / Investment Advisor Representative
Corona, CA

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 clients, Reid realized that institutions were limited in the personal assistance that they could offer families. Believing that clients and their families 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 each client is looking to achieve personally and financially as well as with 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 registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC).

Our Advisors

Edward Sota

Partner/Investment Advisor Representative

Rick Rivera, MBA

Partner/Investment Advisor Representative

Dan Carter

Investment Advisor Representative

Andrew Anable

Investment Advisor Representative

Chris Miller

Investment Advisor Representative

David Hart

Investment Advisor Representative

James Murray

Investment Advisor Representative & Chief Compliance Officer

Deryk Cherubini, AWMA®

Investment Advisor Representative

Operations Team

Loretta Murray

Client Service Specialist & Operations Manager

Julie Scott

Client Relations Specialist

Teri Hilario

Operations Assistant

Kerrilyn Collins

Marketing Director

Debbie Carter

Client Service Specialist/Office Manager

Kathy Anable

Client Service Specialist/Office Manager

Kelly Torres

Senior Client Service Specialist

Jason Gavigan

Client Service Specialist

Cami Vivar

Client Service Specialist

Thannia Gonzalez

Client Service Specialist

Yusef Abedeen

Client Relations Assistant

Katty Flores

Client Service Specialist

Abby Miller

Client Relations Specialist

Nayra Gonzalez

Client Relations Specialist

Julianna Lopez

Client Relations Specialist

READY TO TAKE

The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a webinar. Or give us a call at 877.213.SAFE (7233).