Costa Mesa, CA

John Iszard

FINANCIAL PROFESSIONAL 

Phone: 949-453-7660 

Fax: 949-453-7672

John C. Iszard, V is a native of New York City.  He studied at the University of Miami and UCLA.  John has been a Financial Professional with Independent Capital Management, Inc. since August 1992.  In addition, he is a Registered Representative with Osaic Wealth, Inc. and a Certified Citadel Estate Planner.  For over 28 years, John has conducted financial and estate planning seminars and several workshops for churches, public/private schools, colleges/universities, and community-based organizations. Some of the institutions calling upon John to share his expertise include: Automobile Club of Southern California, California State University Long Beach, California State University Polytechnic Pomona, Phi Beta Sigma Fraternity, Inc., The G.R.E.E.N. Foundation, and numerous major banking institutions.  

.He has been honored by Citadel Law Offices as one of the top estate planners for the past 26 years and has been honored as Estate Planner of the Year multiple times.  

Over the past twenty-five years, John has served the community by bringing financial awareness to his community at The Los Angeles Black Business Expo and locally at community events in the Inland Empire.  He served as President of Phi Beta Sigma Fraternity, Inc. Alumni Chapter in the Inland Empire, President of the National Pan-Hellenic Council, Inc. of the Inland Empire and President of PBS West Educational Foundation, a non-profit organization which offers college scholarships to deserving high school seniors. In his community he served as Vice-President of the Etiwanda School District, School Site Council and served on Los Osos High School, School Site Council for two years. 

 John’s Mission Statement is: “Helping clients achieve their financial goals within their budget”.  John is a husband and father, he enjoys running, swimming, and spending time with his family

*Awards 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 advisor by any client nor are they representative of any one client’s evaluation.*Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. 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 Osaic Wealth,Inc., and are not registered as a broker-dealer or investment advisor.

For more than 20 years my individual, family, and business clients at Independent Capital Management (ICM) have continued to express gratitude for the financial planning I have designed and helped them implement. This is simply me enjoying my job and considering myself the grateful one. The greatest gift I have is helping others reach their life, work and professional goals, milestones, and objectives. Many of my clients have become dear friends as together following sound financial practices we have weathered life’s unplanned surprises, the historical ups and downs of financial markets, economic and political changes. Presently we also prepare for, among other things, impacts of rapidly developing domestic and global currency shifts, and integral dominating artificial intelligence (AI) technologies. I embrace this exciting new frontier to help facilitate even more robust financial planning resources for those who want to work with me. ICM has afforded me the ideal workspace to present a full suite of resources for supporting our clients’ financial wellbeing.  My sleeves are rolled up with my expertise ready to work for you.  Whatever your wish, goal or objective may be, let’s find out the best way to help you financially realize it. 

More about how I can help you:

•    Certified Estate Planner, Citadel Law – conduct comprehensive estate planning analysis for trusts, complex trusts, living wills, advanced financial and healthcare directives, etc.

•    Series 7, and 65 securities licensed*.

•    Life and Annuity Insurance licensed** in multiple states – CA, FL, ID, MD, OR, VA.

About me:

•    Financial Examiner & Investigator III, Idaho Department of Finance

•    Many financial planning presentations made to San Diego Chamber of Commerce members, Rady’s Childrens Hospital San Diego staff, and multiple business associations.

•    Tutored economically underserved and disadvantaged children ages 5-18 in San Diego County

•    Support Juvenile Diabetes Research Foundation

•    Mt. Baldy Resort, California - Professional weekend ski instructor and assistant snow sports school director for 13 years

•    Married 34 years – multiple pets, avid snow skier, bicycle commuter.

Registered Investment Adviser Representative,

Financial Advisor

**CA Insurance Lic: 0E10831; ID Insurance Lic: 866515

* Securities offered through Osaic Wealth, Inc broker-dealer member FINRA/SIPC.  Advisory services offered through Osaic wealth, Inc, a registered investment advisor.  ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM.