Phone: 805-484-1011 Fax: 805-484-0420 E-mail: Sgreen@sagepointadvisor.com
Susan Green has been the branch manager of the Camarillo office for Independent Capital Management since 1995. Susan is a senior managing partner for ICM and serves on the board of directors for the company. She is a CERTIFIED FINANCIAL PLANNER™ and a Registered Principal with SagePoint Financial. Susan is also a Notary Public for the state of California and a licensed life and disability agent. Susan is an Investment Advisor Representative with Independent Capital Management, Inc. Susan has had one of the top production offices for ICM for the past 16 years.
Susan grew up in Cheney, Washington and graduated from Washington State University with a business degree in 1988. She has been in the financial services field since 1993. Susan resides in Simi Valley, CA with her three dogs Ruby, Andy & Katy. Susan spends her free time as a police officer for the City of Santa Paula.
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.
Ca, Insurance # 0B19834
*Securities and Advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Additional Advisory services and Fixed and/or traditional insurance services offered through Independent Capital Management, Inc. Mortgage services offered through ICM Lending, Estate Planning services offered through Citadel Law Offices. Independent Capital Management Inc., ICM Lending, Inc., and Citadel Law offices are not affiliated with SagePoint Financial, Inc., and are not registered as a broker-dealer or investment advisor.
Phone: 805-484-1011 Fax: 805-484-0420
Every business or person has a unique economic situation and financial goals. My job is to help you reach your financial goals by addressing your unique situation. I am committed to helping build and conserve your assets by choosing the right mix of investments for retirement, college, and estate planning. Furthermore, I will help you choose the right amount of life or health insurance, which will help you maintain your assets in cases of emergencies. Finally, because businesses face complex issues such as taxes, affordable health insurance, and employee retirement accounts, my job is to assist you in minimizing these burdens by utilizing financial vehicles that best fit your needs. You can feel confident in knowing my services are unbiased because I am completely independent. What this means for you is that I have more choices in financial vehicles, which translates into flexibility and affordability of service. It’s your financial future; let’s build it together.
Comprehensive training in financial strategies and products. All Licenses and registration required to transact business including state securities and insurance registrations. Registered Representative with SagePoint Financial Inc. Fixed and Traditional Insurance services offered through Independent Capital Management.
I am a very proud father of adorable twin girls, Cara and CJ. I am an active member of two organizations, my church of which I am currently serving two voluntary positions and Kiwanis International, which is dedicated to serving the community. I have also been a very active proponent of physical fitness following a stint as an instructor in Martial Arts of which I have earned 2nd-degree Black belt in Kenpo Karate, which is why I teach fitness at a local gym a few hours a week. I believe in having a balanced lifestyle that includes spiritual, physical and financial.
Bob believes in creating a comprehensive financial plan for all clients in order to preserve and grow wealth as well as solve financial problems. Bob practices a collaborative approach to financial planning. He brings in professionals from other fields as needed and partners with the professionals that clients already have, such as CPA’s and attorneys. Bob feels that by coordinating the efforts of all these advisors, client’s needs are served best and costly mistakes may be avoided.
Bob’s clients typically fall into one of three categories, business owners, executives and families in late-stage retirement planning. Bob specializes in business succession planning for owners of closely held businesses who want to transition ownership to the next generation or maximize their business value for retirement purposes. Bob also works with executives who are building and preserving their wealth while establishing their financial independence. Families in late-stage retirement planning have unique challenges to overcome. Bob creates and implements income strategies to help take families 25 or more years into retirement.
Bob received his Bachelors of Science degree in Administration and Economics with an emphasis in management from California State University Northridge. He continued on to achieve a certificate in Financial Planning from UCSB and is progressing to become a CERTIFIED FINANCIAL PLANNER™. Bob is an active member in the local community including:
Bob lives in the city of Ventura with his wife Kristina and their two daughters. Life keeps them busy with elementary school, soccer, swim, dance racket ball, girl scouts and every other child hood activity they can squeeze in. The family enjoys traveling, camping and all things Disney…especially Star Wars.
Ca. Insurance # 0D87320
Specializing in pre and post-retirement planning, Lisa Lewis has been in the financial services industry since 1998 when she began working at Independent Capital Management. She has seen her company grow from one offering the basics in financial strategies, into a full-fledged financial services company offering everything from retirement plans and life insurance to mortgages and re-financing. Lisa guides her clients by plotting a course toward financial fulfillment which suits their own, individual needs. Lisa has helped many clients in transition to roll their 401ks to their own accounts and frequently helps them make plans to minimize future taxes. She has given educational seminars for several organizations including the City of Santa Barbara, Channel Islands Aviation, the First Presbyterian Church of Santa Paula and CSULA.
Prior to her career with Independent Capital Management, Lisa spent time working in several eclectic industries including equestrian and the music industry. She is a life-long native of Southern California and enjoys traveling. Some of the stamps on her passport include Italy, England and Canada. Lisa is also an avid ice hockey fan and plays hockey several times a week in Simi Valley and El Segundo.
Ca. Insurance # 0C34149
Phone: (805) 484-1011 ext 101 Fax: (805) 484-0420 E-mail: LMahoney@SagePointAdvisor.com
As a CERTIFIED FINANCIAL PLANNER™ professional, she creates a financial plan for a client’s ideal future. Working with Lori, you will be empowered to save for your needs, spend according to your values and invest to fulfill your dreams.
Lori has a passion for money. As a UCLA graduate in Electrical Engineering, her strong analytical mind enjoys understanding the inner workings of the U.S. and Global markets. But the element of chaos makes each day a thrill.
Independent Capital Management provides answers in the perplexing world of finance, ICM offers a unique combination: independent professional advice with a personal touch. In other words, ICM offers "real financial advice from real people."
Lori and Bobby, her husband of 32 years, are long term residents of Thousand Oaks. They enjoy sights and smells of the trails in Ventura County. She is actively involved in the community:
CA Insurance License # 0E75888
Securities and Investment Advisory offered through SagePoint Financial, Inc., member FINRA / SIPC and a registered investment advisor. Fixed and traditional insurance services offered through Independent Capital Management. Mortgage services offered through ICM Lending. Estate Planning services offered through Citadel Law Corporation. Independent Capital Management, ICM Lending and Citadel Law Corporation are not affiliated with SagePoint Financial, Inc., and are not registered as broker / dealer or investment advisor. CERTIFIED FINANCIAL PLANNER™ Professional, Series 6, 63, 7, 24, and 66 Securities Registrations
Phone: 805.484.1011 ext. 114 Fax: 805.484.0420 E-mail: Borechoff@SagePointAdvisor.com
Barbara Orechoff is a Financial Services Specialist with Independent Capital Management and an Investment Advisor Representative, offering Securities and Investment Advisory through SagePoint Financial, Inc., located in Camarillo CA. Her financial planning practice services help individuals and families secure their future through the review of assets, investments, money management, estate planning, insurance, and mortgage lending services. She has special experience working with widows, child actors and their families.
Barbara is a financial planner with international credentials. She worked for many years at Citibank in Paris France, setting up and running a seat on the stock exchange at Paris Bourse, now known as Euronext Paris. She has a degree in International Business Administration from American University of Paris, and has a post-graduate certificate in Financial Planning. She speaks fluent English, French, and Polish.
Barbara was born and raised in Los Angeles, lived and traveled extensively in Europe, spent ten years in the New York area, and has, for many years now, resided with her family in Ventura County.
*Barbara Orechoff is an Investment Advisor Representative offering Securities and Investment Advisory through SagePoint Financial, Inc. Member FINRA/SIPC, and SEC-Registered Investment Advisor. Insurance services offered through Independent Capital Management, not affiliated with SagePoint Financial, Inc.
Phone: (805) 484-1011 ext. 132 Fax: (805) 484-0420 E-mail: email@example.com
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.
Prior to her career in Financial Services, Nancy, a Certified Marketing Professional, held a successful position as Marketing Director for a southern California computer audit based company. Her responsibilities included: marketing the company and its services worldwide; creation and editing of an annual catalog; traveling to and overseeing all site activities within the United States as well as internationally; administration of day-to-day operations; and management of corporate office staff.
Nancy is committed to her career and considers her many clients to be her most valuable assets. Nancy quickly earned an impressive position demonstrated by her continued inclusion as part of the Elite Financial Advisor category who have been with ICM for 5 or more years and have achieved their highest levels or production, service and ethical standards. She is revered and respected among her colleagues and clients and continues to reap the rewards of commitment and hard work.
Ms. Serritella is involved in her community. She is a member of the Moorpark Chamber of Commerce, past President & Vice President of the Alliance For Success Chapter of Business Network International (BNI ) and is a member of the Ventura County Women of Worth Chapter of the American Business Women’s Association. She held the positions of Treasurer for the 2003 – 2005 years and Vice President 2005 – 2006 and was named "Woman of the Year" in 2006. In her personal life Nancy is dedicated to her husband of 25 years and their two sons. Her interests include spending time with family and friends, traveling, playing cards, decorating, swimming and walking.
Ca. Insurance # 0C98097
*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the representative by any client nor are they representative of any one client’s evaluation.