Advisors at this firm
Adam A
Series 63, Series 66
Placerville, CA
Wealthguard Advisors, Inc.
Adam Anderson is a financial advisor with WealthGuard Advisors, Inc. in Placerville, CA, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has worked at WealthGuard Advisors since 2010, with previous experience at Arbor Point Advisors and Securities America Advisors. Outside of advising, Anderson serves on the boards of the El Dorado County Chamber of Commerce, Mother Lode Rehabilitation Enterprises, and the Marshall Foundation for Community Health, and he is involved in managing a whitewater rafting business. WealthGuard Advisors provides investment advisory services to individuals, including high-net-worth clients, charitable organizations, and businesses. The firm focuses on long-term investment strategies while utilizing derivatives and option-writing in client accounts, and it offers discretionary and non-discretionary portfolio management alongside financial planning and third-party money manager selection.
Blake A
Series 65
Placerville, CA
Wealthguard Advisors, Inc.
Blake Anderson is a CFP® with seven years of industry experience, currently serving as an advisor at WealthGuard Advisors, Inc. since 2017. He has prior experience working at Brigham Young University and the Church of Jesus Christ of Latter-Day Saints. Anderson is a member of the board of directors for Hands 4 Hope - Youth Making a Difference, a nonprofit organization focused on youth leadership development. WealthGuard Advisors provides investment advisory services to individuals, including high-net-worth clients, as well as charitable organizations and businesses. The firm employs a primarily long-term investment approach with flexibility to utilize derivatives and option-writing strategies within managed accounts.