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Education, Encouragement, Wealth management

 * Meet Protection Point Advisors
   * Welcome New Clients
   * About Protection Point Advisors
   * Team Bios
   * Refer A Friend
   * Community Outreach
   * Photo Gallery
 * What We Do
   * Our Services
   * How We Deliver
   * How We’re Different
   * Investment Philosophy
   * Investment Models
 * Info Center
   * Financial Education System
   * Suggested Reading
   * Client Stories
   * Terminology
   * Financial GPA
 * Events
   * Past Webinars
   * Events
 * Contact

877-834-1850LoginAdvisors

ACHIEVE YOUR
VISION OF SUCCESS

FINANCIAL PLANNING, LIFE & WEALTH MANAGEMENT FOR BIG THINKERS

MEET THE Protection Point Advisors
Cofounders

Rick Watson - The Protection Point Advisors Philosophy

Mike Clarke - Achieving the Life You Want Through Financial Planning

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CONSULTATION

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with the right advisor for your needs.

We will simply talk about your situation and
how we approach achieving your vision of success.

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CLIENT RELATIONSHIP SUMMARY


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PORTFOLIO RISK
ANALYSIS TOOL

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FINANCIAL UNIVERSITY

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FINANCAL GPA


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CLIENT SPOTLIGHT


Lisa Trent - Our family's victory over leukemia.

It is perhaps the worst thing a mother can hear, “Your daughter has leukemia.”
Listen to Lisa’s inspiring story of how the Trent family came together to help
her 8 year old daughter, Monica, win a fight for her life. It’s an important
story of hope and survival for anyone who is struggling with a child or loved
one who has fallen ill.

Miles Tashima - What happens when a skilled surgeon finds that he has a serious
medical issue of his own?

Miles Tashima, receiving a diagnosis of colon cancer was forced to undergo an
abrupt change to life. See how he faced his difficult emotional and financial
challenges with courage and with the support from those who love him. There were
even some unexpected benefits from his experience.

Robin Miller -  How “Operation Smile” changed my life.

After 20 years as an anesthesiologist, Robin wanted to make a bigger
contribution. She found it in far away villages, giving children with severe
facial deformities a normal life. Listen to her inspiring and heartbreaking
story about Operation Smile.

Alfonso Barba - Listen to his compelling and challenging story of getting into
medical school.

Listen to Dr. Alfonso Barbra speak about his compelling and unique story of
getting into medical school. As a student, Dr. Barbra also became one of the few
people who actually choose which medical students got accepted to the
university. This behind-the-scenes perspective will be invaluable to anyone who
is considering a career in medicine.

THE Protection Point Advisors


ELEVATE PROCESS


Achieve Your Vision Of Success With Us

No matter what your vision of success is, we will help you to achieve it. Join
us and enjoy the personal benefits of being with the Protection Point Advisors
team.

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OUR STORY



HOW WE’RE DIFFERENT

At Protection Point Advisors we have a commitment to our clients that goes far
beyond simply financial planning and managing money. We get “involved” with
them. That involvement extends to helping them create those things that bring a
deep and personal satisfaction to their lives.  

After all, what’s the point of a secure financial future if it isn’t rooted in
happiness for yourself and for those you love?Our clients tend to be those who
are committed to a deeper purpose than simply the acquisition of wealth. 

We are proud to support them in their life purposes in every way possible. When
you work with Protection Point Advisors you will have a company that is
dedicated to your vision of success and compliments the driving principles by
which you live your life. 


OUR MISSION

Our founding principle is to provide our clients with the highest degree of
financial planning knowledge, investment skills and personalized attention for
their life and family that they simply cannot find anywhere else.   Our success
as a firm depends on our strict adherence to this mission in every interaction
we have with our clients. We choose to be guided by their satisfaction. 


OUR PERFORMANCE FOR YOU

For us, it’s simple. Be professional and be organized. Phone calls get returned
quickly. Questions are answered thoroughly. We can supply clients with agendas
prior to meetings and send complete summary letters afterwards. We say the
things that our clients might not want to hear but maybe need to hear.

We bring the truth about your financial life; direct and unfiltered. We are
there with you during times of struggles and during times of  joy. While this
personalized style of interaction isn’t a fit for everyone, at Protection Point
Advisors we tend to work with investors who are as bold and demanding as we are.

Bottom line – we use our expertise in finance and wealth management to put your
interests first so we can serve you the best.

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CONSULTATION


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WHO WE SERVE


HEALTHCARE PROFESSIONALS




CORPORATE 401K's




BUSINESS OWNERS




INDIVIDUAL INVESTORS






Get The 3 Key Steps to Effective Portfolio Management
Beyond "Buy & Hold The Index" Investing

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Navigation

 * About Protection Point Advisors
 * How We Deliver
 * Info Center
 * Financial Resources
 * Events
 * Contact
 * ADV 2A
 * Client Relationship Summary CRS ADV 3

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Location

Protection Point Advisors – Roseville, CA
3200 Douglas Blvd. #305
Roseville, CA 95661
Phone: (916) 367-4540
Fax: (916) 774-6246


Protection Point Advisors – Los Angeles, CA
400 Corporate Pointe #300
Culver City, CA 90230
Phone: (310) 736-1525
Fax: (310) 733-1031



Privacy Disclosure | Copyright © 2016 | Protection Point Advisors




Investment advisory services offered through EWG Elevate, Inc., a registered
investment adviser.

This site is published for residents of the United States only. Representatives
may only conduct business with residents of the states and jurisdictions in
which they are properly registered. Therefore, a response to a request for
information may be delayed until appropriate registration is obtained or
exemption from registration is determined. Not all of services referenced on
this site are available in every state and through every advisor listed. For
additional information, please contact Julie McCoin at Julie
McCoinn@ProtectionPointAdvisors.com or 877-834-1850.




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