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.
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.
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.
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.
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.
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.
Chris Miller
Investment Advisor
Chris started his financial career in 2000, which brought him to New York City and Los Angeles, before calling San Diego home, the place he was born and raised.
Upon relocating to San Diego, CA, Chris joined Safeguard Investment Advisory where he now serves his clients.
His extensive background working with the mass affluent to high net worth individuals, has taught him the importance of having a good plan. His success comes from his ability to communicate with clients and to understand what is important to them.
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.