Our Advisors

Our experienced investment advisors

We believe an investment advisor should approach your financial health  comprehensively and manage your entire portfolio to help make sure each critical element is in place.

Our experienced investment advisors, Rick Rivera, Reid Abedeen, Edward Sota, Dan Carter, Dennis Notchick and Andy Anable work together to help you manage your portfolio, help plan your investments and provide you with investment advice.

Reid Abedeen

Investment Advisor Representative

Reid Abedeen is a partner and Investment Advisor Representative 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. 

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Edward Sota

Investment Advisor Representative

Edward Sota is the president and co-founder of Safeguard Financial Services, Inc., and a partner at Safeguard Investment Advisory Group, LLC. Edward started his consulting career in 1995 and has helped families with financial planning, wealth management, life insurance, and long-term care insurance as well as advanced estate planning.

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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 an Accident and Health licenses in California, License #0B51891.

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Dennis P. Notchick, CFP®

Investment Advisor & Certified Financial Planner

Dennis started the first part of his financial career at Bernstein Global Wealth Management in Houston, TX. As a Senior Associate, he helped managed 200+ client relationships invested in Global Stocks, Bonds and Hedge Funds with assets under management of $1.3billion.

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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.

 

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Andrew Anable

Investment Advisor Representative

Andrew Anable has been helping families with their estate, financial and retirement needs for 20 years. His areas of knowledge include Tax Planning, Long Term Care Planning, Asset Protection, Legacy Planning, and Insurance and Investment strategies.

 

Investment Advisors

Our investment advisors are independent and work on a fee-based system, ensuring a fiduciary responsibility to our clientele. As a registered investment advisory firm, we do not get commissions for investment advice. We are able to represent your interests and offer a variety of investment opportunities. An investment advisor charges clients a fee that is negotiated in advance, and the advisor cannot earn any other profits for investment advice from the clients without the client’s prior consent.

 

Get in Touch

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@safeguardinvestment.com or call us at (877) 213-SAFE (7233) today!