Independent Capital Management Inc

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Investment Management, Financial Planners, Financial Planning Consultants

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36 Years

in Business

Amenities:

Wheelchair accessible

(619) 282-1182Call Visit WebsiteVisit Website Map & DirectionsDirections3131 Camino Del Rio N Ste 1150San Diego, CA 92108 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near San Diego with Investment Management

Carmel Mtn (7 miles)
Carmel Mountain Ranch (7 miles)
Lemon Grove (10 miles)
La Mesa (10 miles)
National City (11 miles)
Coronado Island (11 miles)
Coronado (11 miles)
Spring Valley (13 miles)
Lincoln Acres (13 miles)
Casa De Oro (14 miles)

More Info

Email

Extra Phones

Fax: (619) 282-3219

TollFree: (888) 300-1548

TollFree: (888) 660-1053

Payment method

discover, mastercard, amex, all major credit cards, visa

Location

Centerside II

Neighborhoods

Mission Valley East, Eastern San Diego

Other Links

http://www.icmfinancial.com

https://icmfinancial.com/contact-us

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Insurance, Investment Advisory Service, Investment Securities

Other Information

Certifications: Certified Financial Planner

Parking: Free

Wheelchair Accessible: Yes

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Details

Phone: (619) 282-1182

Address: 3131 Camino Del Rio N Ste 1150, San Diego, CA 92108

Website: http://www.icmfinancial.com

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Independent Capital Management Inc

Tax Planning
Susan specializes in helping individuals and families with all aspects of financial planning. Those aspects include college and retirement planning as well as insurance, estate and tax planning*. Susan’s focus is to provide a complete financial plan that helps prepare a client for pre- and post-retirement needs.
Estate Taxes
Tax Services
Income Tax

Investment Management
Since 2002, she has worked to help her clients achieve efficiency and control in their financial lives, keep more of what they make, save more money, and give their families a sense of security to weather the ups and downs. Marie specializes in working with businesses and individuals to help them create customized plans to enhance their overall financial situation. She advises her clients on topics that include: investment management, tax-favored retirement programs, tax-efficient college savings vehicles, real estate investments, estate and succession planning, asset preservation, and insurance needs analysis.
Wealth Management
She has over 20 years of experience in the Financial Services industry; working for firms such as SunAmerica Securities, AIG Advisor Group, National Planning Corporation, and Securities Service Network. She is currently a Financial Advisor with Independent Capital Management/SagePoint Financial, Inc, specializing in overall wealth management. She educates clients with respect to retirement, college, investment, real estate and insurance as well as estate planning.

Accounting Services

Financial Planning
At Independent Capital Management, financial planning with a high level of customized service is our vocation. We are an independent boutique firm established in 1988. While we use a hands-on approach, we are backed by the strength of one of the nation’s largest independent broker-dealers. With a robust team in size and depth of experience, we guide you through your unique financial intricacies with discernment.
Retirement Planning
Our experts can help you in every stage of retirement planning and help you answer the two most important questions: “Will I Make It?” and “Do I Have Any Blindspots?”
Long Term Care
Nancy Serritella is a Registered Representative with SagePoint Financial Inc., and a Financial Services Specialist with Independent Capital Management Inc. Along with her Securities registrations, Nancy is a Life/Health licensed Agent for the State of California. In addition to her licenses, Nancy is a Notary Public, is Long Term Care certified as well as a CCEP, Certified Citadel Estate Planner by which she was presented the "Award of Excellence" for outstanding Estate Planning in 2002.
Asset Management
Mike brings insurance expertise to the ICM team through his experience working with Fortune 500 companies at Marsh and McLennan, and managing complex negotiations and deals with international clients, executives, and large corporations during his time at Arthur J. Gallagher. While working on the captive insurance team at HSBC, Mike managed over 400 clients with assets in excess of $600 million, and collaborated with global markets and asset management to manage clients’ liquidity needs. His knowledge and expertise in insurance markets, both domestic and international, aided in his success as head of business development at BF&M Insurance Group, bringing in over $ 7 million in new insurance premium over 2 years.
Living Trusts
College Funding
Fluent in both English and Spanish, Pamela provides full-service financial strategies for individuals, families and businesses using tax-efficient strategies to help them achieve their financial goals. She is dedicated to educating her clients in the areas of tax-favored college planning, tax-advantaged retirement plans, wealth preservation and estate planning, as well as insurance needs analysis. Pamela firmly believes in providing her clients with the tools and knowledge to become financially confident.
Asset Protection
Tina Montoya is the Division Manager of ICM’s Gardena, California office. She graduated from the University of California, Berkeley with a Bachelor of Arts degree in Fine Arts. Tina joined ICM in 2001 and specializes in retirement, estate planning, asset protection and small business. She currently holds Series 6,7,63,66,24,51 securities registrations as well as a California Life and Health License. Tina is a Registered Principal with SagePoint Financial Advisors, Inc. (member FINRA/SIPC), and a Notary Public.

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