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Protected Investors of America Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Protected Investors of America is a financial services firm based in Santa Rosa, California. Its advisory team includes Certified Financial Planner professionals, CFAs, financial advisors, and asset managers who are licensed with FINRA and registered with the SEC. They provide portfolio consultation, planning, personalized solutions, and asset management to address clients' evolving financial needs, with an emphasis on cost awareness and quality of return on investment. The firm’s stated mission is to help clients preserve wealth, build prosperity, and secure their financial future. In January 2020, Protected Investors of America announced the appointment of Laurent Valosek as Executive Director.

Find Protected Investors of America employees' phone numbers or email addresses

Protected Investors of America Global Highlights

Location
Employees

North America
36

Minus sign iconPlus sign icon
  • United States Of America
    36

Protected Investors of America's Leadership

  • Stylized image of a person
    B. A.
    CEO
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. C.
    Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. C.
    Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. A.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. N.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. T. V.
    Client Experience Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. T.
    Client Experience Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. O.
    Manager
    Phone icon
    Mobile Phone

Protected Investors of America Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Support
  • Accounting
  • Administrative
  • Other
  • Community & Social Services

Contact profiles from Protected Investors of America

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. F.
    Financial Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Dec 08, 2024
  • Stylized image of a person
    J. A.
    Investment Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 09, 2024
  • Stylized image of a person
    K. T.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    S. H.
    Independent Consultant
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 12, 2023
  • Stylized image of a person
    L. M.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    S. N.
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 18, 2024

Frequently Asked Questions

What is Protected Investors of America known for?

Minus sign iconPlus sign iconProtected Investors of America was founded in 1934 operates in the Financial Services industry. The company's main headquarters is located in 111 Santa Rosa Avenue Suite 330 Santa Rosa, California 95401 United States; you can contact the main corporate office by phone at
+1-415-775-****
. Explore Protected Investors of America's company overview page for more information.

What is Protected Investors of America's most common email format?

Minus sign iconPlus sign iconProtected Investors of America employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Protected Investors of America email formats with LeadIQ.

How many employees does Protected Investors of America have currently?

Minus sign iconPlus sign iconProtected Investors of America has approximately 25 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Protected Investors of America's key employees and leadership?

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As of May 2026, Protected Investors of America's key employees include:

  • CEO: B. A.
  • Ceo: H. C.
  • Founder: P. C.
  • Partner: B. A.
  • Owner: C. N.

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