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Christopher Edward Miller

Advisor at Safeguard Investment Advisory Group, LLC — Corona, CA

Updated today

Credentials

Series 63, Series 66

Experience

24 years

Location

Corona, CA 92883

Safeguard Investment Advisory Group, LLC logo

Safeguard Investment Advisory Group, LLC

Team

Total advisors

8

Across 4 offices

Clients per advisor

216 Very High

Avg AUM per client

$397,295 Very Low

HNW client ratio

23% Low

About

Christopher Miller is a financial advisor with Safeguard Investment Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Safeguard since 2017 and concurrently serves as Vice President and Business Consultant at Asset Marketing Systems, where he recruits and trains advisors. Outside of finance, Miller is co-owner and CFO of Chickpea Kitchen LLC, a food service business. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients, managing over $600 million across approximately 1,800 relationships. The firm employs a fundamental-analysis investment process with a typical time horizon of two to ten years, using mutual funds, ETFs, and equities, and frequently utilizes sub-advisers and third-party model managers.

Client services

Based on Safeguard Investment Advisory Group, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Safeguard Investment Advisory Group, LLC

Wealth management Passive / index investing Active portfolio management Retirement income strategy

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Fee options

Percentage

$100,000 - $250,000: 2.15% $250,001 - $500,000: 1.9% $500,001 - $1,000,000: 1.65% $1,000,001+: 1.15%

Project-based

$250 to $350 per hour, billed in quarter-hour increments

Other

Account minimum: $100,000

Location

See office

Corona, CA

4160 Temescal Canyon Road, Suite 307

Corona CA 92883

Advisors at this office

5

Most active in

California

Work history

24 years of industry experience

Safeguard Investment Advisory Group, LLC

2017 - Present • 9 years

Corona, CA

Asset Marketing Systems

2015 - Present • 11 years

San Diego, CA

Madison Avenue Securities, LLC

2015 - 2017 • 2 years

San Diego, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Mark W

CFP®

Irvine, CA

Mile Wealth Management

Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.

General retirement planning Baby Boomers (Born 1946-1964)
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Binjie L

CFA®, Series 63

Irvine, CA

XFO Capital

Binjie Li is a CFA charterholder and holds a Series 63 license, with six years of industry experience. He is currently with XFO Capital and GT Securities, Inc., having previously worked at Northwestern Mutual and MSQ Ventures among other firms. XFO Capital provides investment management, financial planning, and consulting services to a diverse client base including high-net-worth individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs a broad mix of investment types using both active and passive strategies, offering discretionary management with a long-term orientation as well as specialized services such as direct indexing and laddered bond strategies.

Private / alternative investments Tax-loss harvesting Options & derivatives strategies Real estate investing Founder/Business Owner
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Allen D

Series 63, Series 65

Lake Mathews, CA

Royale Investment Advisor LLC

Allen Drake is the sole advisor at Royale Investment Advisor LLC, an independent firm based in Lake Mathews, CA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to founding Royale in 2006, he has worked at UPS since 1988. In addition to advisory services, he sells life, health, and disability insurance to support clients' financial plans. Royale Investment Advisor LLC provides asset management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a long-term buy-and-hold investment approach while maintaining flexibility for shorter-term trades and manages most assets on a non-discretionary basis, requiring client approval for transactions.

General retirement planning General tax planning Wealth management Active portfolio management
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Yao J

Series 65

Irvine, CA

Aurevia Capital Inc.

Yao Jin is a financial advisor at Aurevia Capital Inc. with a Series 65 designation and one year of industry experience. Prior to joining Aurevia Capital in 2026, Yao's background includes work at Dynasty International Foods and periods as a student. Aurevia Capital Inc. is an independent advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm employs a combination of fundamental and technical analysis alongside long-term strategies and portfolio monitoring.

Wealth management
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Percy K

Series 63, Series 65

Irvine, CA

FTIB Asset Management LLC

Percy Kandukira is a financial advisor with FTIB Asset Management LLC in Irvine, CA, holding Series 63 and Series 65 credentials and two years of industry experience. He has previously worked at Ornate Investment Managers LLC and Finalis Securities LLC. Kandukira also serves as a managing member of Ornate, focusing on investment banking deal origination and execution. FTIB Asset Management LLC is a state-registered investment adviser offering tailored portfolio management and pension consulting to individual, business, and institutional clients. The firm employs an IPS-driven process emphasizing planning, monitoring, and rebalancing, and provides services exclusively on a non-discretionary basis to a broad institutional client base.

Founder/Business Owner
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Zhe Feng Z

Series 66

Irvine, CA

OZ Wealth Management LLC

Zhe Feng Zhang is a financial advisor at OZ Wealth Management LLC in Irvine, CA, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Prosperity Wealth Management Inc. Zhang also dedicates time to insurance-related activities. OZ Wealth Management LLC provides discretionary asset management primarily to individual investors, high-net-worth individuals, and small business owners. The firm constructs portfolios using ETFs, mutual funds, individual bonds and equities, and traded REITs, applying Modern Portfolio Theory alongside fundamental and technical analysis in a long-term, customized investment approach.

Real estate investing Founder/Business Owner
Warmer team member

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