Protected Investors of America
Highly Engaged Employees
Highly Engaged EmployeesFinance · California, United States · 11-50 Employees
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Overview
Headquarters
111 Santa Rosa Ave Ste 330, Santa Rosa, ...Phone Number
(707) 545-6161Website
www.protectedinvestors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
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1
1
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1
About Protected Investors of America
Protected Investors of America (PIA) specializes in providing personalized financial planning and investment services through a team of experienced financial professionals, including CFPs and CFAs. Their advisors focus on the unique and evolving financial needs of clients, offering portfolio consultation, asset management, and tailored advice. With a mission to help clients preserve wealth and secure their financial future, PIA emphasizes cost-effectiveness while prioritizing quality and return on investment. Operating across more than 28 states, they are dedicated to delivering client-focused services in a complex regulatory environment.Explore more
Protected Investors of America Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Protected Investors of Am...
<$5M
11-50
Private
-
1934
JZ
Jaime ZapataManager, Operations & Client Services
Company Profile Activity
Activity Insights
Protected Investors of America is experiencing very low activity levels compared to other companies in the Finance sector.
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Protected Investors of America is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Protected Investors of America.
Protected Investors of America Tech Stack
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Protected Investors of America (PIA) specializes in providing personalized financial planning and investment services through a team of experienced financial professionals, including CFPs and CFAs. Their advisors focus on the unique and evolving financial needs of clients, offering portfolio consultation, asset management, and tailored advice. With... Read More
