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Benjamin A

Series 65

Placerville, CA

Wealthguard Advisors, Inc.

Benjamin Anderson is a financial advisor at WealthGuard Advisors, Inc. in Placerville, CA, holding a Series 65 designation and with one year of industry experience. Prior to joining WealthGuard Advisors, he worked at AeroVironment and In-N-Out Burger. WealthGuard Advisors serves individuals, including high net worth clients, as well as charitable organizations and corporations, offering portfolio management, financial planning, advisory consulting, and third-party money manager recommendations. The firm employs a primarily long-term investment approach with some use of derivatives and option-writing strategies and manages over $170 million in client assets.

Wealth management
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Adam A

Series 63, Series 66

Placerville, CA

Wealthguard Advisors, Inc.

Adam Anderson is a financial advisor at WealthGuard Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at WealthGuard Advisors since 2010, with a brief tenure at Arbor Point Advisors. Outside of his advisory role, Anderson serves on the boards of the El Dorado County Chamber of Commerce, Mother Lode Rehabilitation Enterprises, Inc., and the Marshall Foundation for Community Health, and manages a whitewater rafting business. WealthGuard Advisors serves individuals, charitable organizations, and corporations, offering portfolio management, financial planning, and advisory consulting. The firm employs a primarily long-term investment approach supplemented by shorter-term strategies when appropriate, utilizing a mix of analytical methods and options-based strategies within customized portfolios.

Wealth management
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Blake A

CFP®, Series 63, Series 65

Placerville, CA

Wealthguard Advisors, Inc.

Blake Anderson is a CFP® credentialed financial advisor with eight years of industry experience, currently serving at Wealthguard Advisors, Inc. He has previously worked at Copley Alternative Investments Inc. and served in nonprofit and educational roles at Brigham Young University and the Church of Jesus Christ of Latter-Day Saints. Anderson is a member of the board of directors at Hands 4 Hope, a nonprofit organization providing leadership experiences for youth. Wealthguard Advisors serves individuals, including high net worth clients, as well as charitable organizations and corporations, offering portfolio management, financial planning, and advisory consulting. The firm’s investment approach integrates long-term strategies with the use of derivatives and option-writing in separately managed accounts, alongside third-party manager oversight.

Wealth management
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