ABOUT HOW WE HELP OUR PROCESS RESOURCES CLIENT PORTAL CONTACT US You & Your Wealth Deserve Real Advice from Real People DISCOVER THE DIFFERENCE We Are Fueled by Our Breadth of Experience Having a dynamic team with expertise in various financial disciplines means we can navigate through complex financial situations with dexterity. Catering to your unique situation is our specialty, and it’s always done with a personal touch. Independent We are not limited in the financial strategies we use, allowing us to select the right combination, of best-in-class strategies for each client. Our advisors bring objective, unbiased advice to our clients, and as a fiduciary, only make recommendations that are in your best interest. Full Service We work with individuals and businesses to plan for all their financial goals through all their life stages. Our team specializes in Investment Advice, Insurance and Risk Management, Real Estate and Mortgage Lending, and Estate Planning. Team of Professionals We collaborate with our extensive team of financial specialists to bring the best ideas and creative planning strategies to our clients. The fully integrated capability of our experienced professionals can help pick the lock of complexity in your financial life. What it Means to Be A Fiduciary As a fiduciary, we have our clients’ best interests at heart. Understand the value we provide and what it means to have a fiduciary acting on your behalf. GET STARTED TODAY with our FREE INTERACTIVE ONLINE GOAL PLANNER Set your financial goal, determine if you are on track, and receive immediate guidance on steps you can take to get to achieve your desired outcome. GET STARTED FOR FREE Ready to Get Started? SCHEDULE A COMPLIMENTARY CALL SUBSCRIBE TO OUR NEWSLETTER JOIN BEVERLY HILLS (310) 557-9850 CAMARILLO (805) 484-1011 NEWPORT BEACH (949) 453-7660 ONTARIO (909) 948-1608 WEST COVINA (626) 966-1426 ABOUT Our Firm Our Team Careers HOW WE HELP Services Business Owners For Women Retirement Planning College Planning Insurance Planning Real Estate Lending Estate Planning Investment Advisory RESOURCES Blog Educational Workshops Learning Center Free Goal Planner OUR TEAM Beverly Hills Camarillo Newport Beach Ontario San Diego Torrance West Covina Management Team ADDITIONAL Our Process Client Portal CONTACT US View Locations General Questions Securities offered through SagePoint Financial, Inc.(SPF), member FINRA/SIPC. Some Registered Representatives of SPF also offer investment advisory services through SPF, a registered investment adviser. ICM is not registered as an investment advisor nor a broker-dealer. Insurance services offered through Independent Capital Management, Inc. (ICM). Real estate services offered through ICM Real Estate DBA ICM Lending, a wholly owned subsidiary of ICM. Estate planning services offered through Citadel Law. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. This communication is strictly intended for individuals residing in the states of AK, AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI,IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,ND, NE, NH,NJ, NM, NY, NC,ND,NV, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. Powered by Twenty Over Ten