ABOUT HOW WE HELP OUR PROCESS RESOURCES CLIENT PORTAL CONTACT US To the Empowered Woman: We’re Here for You Services Business Owners & Institutions For Women Retirement Planning College Planning Insurance Planning Real Estate and Mortgage Lending Estate Planning Investment Advisory Representatives At ICM, You’re Surrounded by Women Who Understand Take control of your financial future with the right team of professionals by your side. We have built a community of support for women just like you and deliver financial guidance on your terms. Our Community of Women Cultivates a Vital Perspective The financial industry is home to few female advisors. This is why we’re proud to foster a community of accomplished female financial professionals that you may be hard-pressed to find elsewhere. With a Strong, Independent Character That Mirrors Your Own, The Women at ICM Are: 57% Branch Managers 40% Top 15 Advisors 34% Board Members Exemplary Women Create a Complete Team Our team features exceptional women who lend their expertise across the moving pieces of our firm, and many have been with us for over 15 years. From managing to advising, the women of Independent Capital Management are critical to our comprehensive approach. Jackie Marloe DIRECTOR OF BUSINESS DEVELOPMENT Pamela Rodriguez DIVISION MANAGER Susan Green, CFP® DIVISION MANAGER Tina Montoya DIVISION MANAGER Marie Cammack DIVISION MANAGER Jeanette Castillo, CFP® SENIOR DISTRICT MANAGER Fany Marissa Hirales SENIOR DISTRICT MANAGER Liberty Dela Cruz Lee DISTRICT MANAGER Genie Lebay-Short FINANCIAL ADVISOR Nancy Serritella FINANCIAL PROFESSIONAL Rachel Trillanes FINANCIAL PROFESSIONAL Roxanne Jones FINANCIAL ADVISOR Roya Rohani FINANCIAL PROFESSIONAL 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