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.

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.

Blake Anderson is a CFP® with eight years of industry experience, currently serving at Wealthguard Advisors, Inc. He previously held roles at Copley Alternative Investments Inc. and has experience working with Brigham Young University and the Church of Jesus Christ of Latter-Day Saints. Anderson is a board member of Hands 4 Hope - Youth Making a Difference, a nonprofit organization providing leadership experiences for youth. WealthGuard Advisors serves individuals, charitable organizations, and corporations, offering portfolio management, financial planning, and advisory consulting. The firm’s investment approach combines long-term strategies with flexibility for shorter-term trading and employs analytical methods including modern portfolio theory and technical analysis, with a distinctive use of derivatives and option-writing strategies in separately managed accounts.