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Corona, CA Office

Team
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Safeguard Investment Advisory Group, LLC logo

Safeguard Investment Advisory Group, LLC

Team

Firm-wide stats for Safeguard Investment Advisory Group, LLC

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

Safeguard Investment Advisory Group provides discretionary portfolio management (and limited non‑discretionary services), access to third‑party sub‑advisers, and fee‑based financial planning and consulting for individuals, high‑net‑worth clients, and select institutional accounts. The firm reports roughly $702 million in assets under management, operates with a nine‑advisor team, and generally requires a $100,000 minimum account (which may be waived).

The firm relies primarily on fundamental analysis and a multi‑year investment horizon (typically two to ten years) with an emphasis on after‑tax returns, implementing portfolios that often include mutual funds, ETFs and listed equity securities. SIAG regularly uses third‑party managers and a sub‑adviser relationship (including AE Wealth Management) and typically manages the majority of client assets on a discretionary basis.

Noteworthy distinctions include a multi‑office structure — the firm operates six offices, a footprint that is uncommon among comparable team firms — and formal participation in institutional custody/programs at Schwab and Fidelity that provide research and platform services. The brochure also discloses operational features prospective clients may want to consider: several advisors are licensed insurance agents who may receive commissions on insurance sales, and the firm uses AI transcription for recordkeeping while noting related confidentiality and accuracy risks.

Based on Safeguard Investment Advisory Group, LLC

Expertise

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

Based on Safeguard Investment Advisory Group, LLC

Location

4160 Temescal Canyon Road, Suite 307

Corona CA 92883

Advisors at this office

5

Advisors at this office

user avatar

Ricky R

Series 65

Corona, CA

Safeguard Investment Advisory Group, LLC

Ricky Rivera is a financial advisor with Safeguard Investment Advisory Group, LLC in Corona, CA, holding a Series 65 designation and 18 years of industry experience. He has been with Safeguard since 2008 and also operates Rickshaw Financial & Insurance Services, Inc., where he offers insurance products to clients. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients by providing discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships and employs a fundamental-analysis investment process with a preferred time horizon of two to ten years.

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

Reid A

Series 65

Corona, CA

Safeguard Investment Advisory Group, LLC

Reid Abedeen is a financial advisor with Safeguard Investment Advisory Group, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Safeguard since 2008 and is also associated with Woodland Financial Services, Inc. Abedeen offers insurance products to clients through his California life insurance license. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships, employing a fundamental-analysis investment process with a time horizon of two to ten years and utilizing mutual funds, ETFs, and listed equities.

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

James M

Series 65

Corona, CA

Safeguard Investment Advisory Group, LLC

James Murray is a Series 65-licensed financial advisor at Safeguard Investment Advisory Group, LLC with four years of industry experience. He has been with Safeguard since 2010 and is also a licensed insurance agent. Safeguard Investment Advisory Group, LLC serves individual, high-net-worth, institutional, and business clients by providing discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships and employs a fundamental-analysis investment process with an investment horizon typically between two to ten years.

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

Christopher M

Series 63, Series 66

Corona, CA

Safeguard Investment Advisory Group, LLC

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.

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

Deryk C

Series 63, Series 65

Corona, CA

Safeguard Investment Advisory Group, LLC

Deryk Cherubini is a financial advisor with Safeguard Investment Advisory Group, LLC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior roles include positions at LPL Financial, LLC, and U.S. Bank. Outside of his advisory work, he occasionally resells collectibles and rare sneakers online and works as a commissioned sales representative for a remodeling company. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across approximately 1,800 client relationships and employs a fundamental-analysis investment process with a preferred horizon of two to ten years.

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