San Diego Office
5280 Carroll Canyon Rd
We take our commitment to our clients very seriously. That’s why we’ve chosen to affiliate ourselves with Guardian (The Guardian Life Insurance Company of America).
Guardian makes a difference in the lives of people when they need us most. With over 160 years of stability and fiscal integrity, we are a trusted resource to generations of families and business owners, inspiring well-being and helping build financial confidence.
Today, we stand behind 29 million consumers, helping them prepare and plan for a bright future for themselves and their families. We help business owners care for their employees. And we help people recover and thrive in times of unexpected loss.
As a modern mutual insurance company, we believe in driving value beyond dividends. We invest in our colleagues and are building a progressive, innovative and inclusive culture. We uplift individuals and communities through thoughtful social and environmental programs.
Guardian Corporate Social Responsibility is dedicated to our legacy of good by investing in creating more equity and access in underserved communities. We do this through a focus on economic opportunity, financial empowerment and health and wellness.
Our investments in workforce readiness and digital career training address the skills gap by providing career coaching, advising on curricula and experiential learning opportunities.
We take pride in sharing our know-how to help individuals build the essential life skills needed to manage their own finances and plan for their financial futures.
Our community partner resources help promote health and wellness by providing dental care for people who would not otherwise be able to obtain that care.
As a Guardian agency, we have access to the full breadth and depth of Guardian’s financial strength, resources and products. When you choose to work with us, you’re choosing:
Guardian has consistently earned high ratings for its financial strength and claims-paying ability from the industry’s leading rating agencies:*
What does that mean to you? That you can feel secure that we’ll be able to make good on our promises. And that can make a big difference when you’re trusting a company with your financial well-being.
Depth of resources — Through Guardian’s Business Resource Center, we have access to specialists in a wide range of areas, from law to estate planning to tax strategies. They can craft time tested, all-around strategies that cover every facet of your financial life.
Innovative solutions — Guardian is always working hard to stay at the forefront of the industry. So whatever products and services we offer you, you can feel confident that they’re dependable, effective and represent the latest thinking.
You can depend on us to deliver on our promise to be there for you when you need us most. We work hard to provide our customers with exceptional service; and our colleagues with a modern and flexible work environment. We're honored to have been noted once again for our efforts.
*Ratings of The Guardian Life Insurance Company of America (Guardian) are as of December 31, 2022 and are subject to change. The ratings earned by Guardian do not apply to the investments issued by GIAC or distributed through PAS. Financial information concerning Guardian as of December 31, 2022, on a statutory basis: Admitted Assets = $76.0 billion; liabilities = $67.2 billion (including $55.0 billion of reserves); and surplus = $8.8 billion. 2023-153252 20250331
**J.D. Power 2021 Certified Customer Service Program recognition is based on successful completion of an audit and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. For more information, visit www.jdpower.com/ccc.
2DALBAR’s 2021 Service Awards were earned by exceeding stringent benchmarks in detailed criteria covering all aspects of the customer experience over the course of the year. For more information, visit www.dalbar.com.