Protected Investors of America
Financial ServicesView the employees at
Protected Investors of America-
Georgene Keeler Financial Advisor at Protected Investors of America
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Rising Star
Meredith Terry Vaughan Client Experience Manager-
United States
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Top 10%
Adriana Espinoza Client Services Associate at Protected Investors of America-
Walnut Creek, California, United States
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Rising Star
Jaime Zapata Operations & Client Services Manager at Protected Investors of America-
Top 5%
Overview
Protected Investors of America (PIA) advisors focus on you. Serving your best interest is their first priority. Our advisors — CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, CFAs, financial advisors, and asset managers—are qualified, experienced, licensed with FINRA, and registered with the SEC. They provide portfolio consultation, planning, personalized solutions, advice, and asset management to meet your unique and changing financial needs. They are there for you. They consider cost and emphasize quality and return on investment. Their mission is to help you preserve your wealth, build your prosperity and secure your financial future.
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