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Newport Beach, CA

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Marie Cammack

Division Manager | Financial Planner

Marie Cammack

Division Manager

Phone: 949-453-7660 
Fax: 949-453-7672 
E-mail: mcammack@sagepointadvisor.com

Marie Cammack is the Division Manager of the Newport Beach, California ICM office. She was a member of the Honors Program at the University of California Los Angeles and received a Bachelor of Arts degree in Economics.

Marie joined ICM in 2003, received the Rookie of the Year award and has been a repeat recipient of the ICM’s President’s Club designation, in recognition of outstanding sales performance. She was promoted to the Senior Management team a year and a half after joining the firm, and through her dedication to excellence, she led her Senior District to the number one ranking in the company in 2005. Ms. Cammack was promoted to Division Manager 2006 and currently manages the Newport Beach branch location. Beginning in 2007, she co-hosted ICM’s “Real Advice from Real People,” a radio talk show covering various financial topics of interest.

The Newport Beach branch that she oversees was the number one hiring, insurance sales and overall produce branch for ICM in 2014.

Marie Cammack 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: implementing tax-favored retirement programs, tax-efficient college savings vehicles, real estate investments, estate and succession planning, asset preservation, and insurance needs analysis.

Ms. Cammack is a dedicated volunteer with Susan G. Komen for the Cure. Her mother is a breast cancer survivor, whose diagnosis in 1997 inspired the Cammack family’s commitment to the annual Susan G. Komen Race for the Cure in Newport Beach, California

CA Insurance License #0D88487

* 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 advisor by any client nor are they representative of any one client’s evaluation.

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Jeanette Castillo, CFP®

Senior District Manager

Jeanette Castillo, CFP®

Senior District Manager

Phone: 949-453-7660 
Fax: 949-453-7672 
E-mail: jcastillo@sagepointadvisor.com

Jeanette Castillo graduated from California State University, Fullerton with a Bachelor of Arts degree in Business Administration. Jeanette  is a CERTIFIED FINANCIAL PLANNER™ practitioner.

During her time at Cal State Fullerton, Jeanette became president of Golden Key International Honor Society, where she was inspired by the organization’s philosophy that the power of knowledge transforms lives and changes situations for the better.

After graduating, Jeanette spent several years in the mortgage industry where she realized the true value of a client’s mortgage to their overall financial well-being. Because of this, she decided she wanted the ability to expand the services she could offer her clients to build their overall net worth. This led Jeanette to ICM in 2011, where she could offer her client a full array of financial services.

Jeanette Is a Senior District Manager in the Newport Beach office. She was also recognized as one of the top producing financial advisors in the company form 2015 to 2020. Jeanette has also been the #1 insurance producer for 4 straight years.

California Life Insurance License #0H77752

Kevin Rooplall, CFA® Photo Kevin Rooplall, CFA® Hover Photo
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Kevin Rooplall, CFA®

Financial Consultant

Kevin Rooplall, CFA®

FINANCIAL CONSULTANT

Phone: 949-453-7660
Fax: 949-453-7672
Email: krooplall@sagepointadvisor.com

Kevin was born and raised in Orange County, California, before graduating with a Bachelor of Arts degree in Economics and Accounting at the University of California, Santa Barbara. Kevin is a member of the CFA® Society of Los Angeles and the CFA® Institute.

Kevin has nearly a decade of experience at one of the largest private investment management firms, Payden & Rygel, located in Los Angeles, California.  Responsible for strategy implementation for the Investment-Grade Corporate bond team, he helped manage north of $50 billion in assets under management (AUM), including the flagship Payden Corporate Bond Fund which earned the Thomson Reuters Lipper award for top performance over a 3-year period as well as earning a 5-star ranking for the Fund by Morningstar. Broadening his investment scope, Kevin became a key decision-maker as a Vice President and Portfolio Strategist on the Global Multi-Sector team where he managed over $20 billion in AUM across a diverse global book of business for institutions and individuals.

Kevin is teaming up with an already well-established firm at SagePoint Financial/Independent Capital Management as a financial consultant to provide a full suite of financial solutions to prepare clients for future success in various stages of life.

“Failing to prepare, is preparing to fail” – Benjamin Franklin

 

 

CA Insurance License #4076206


Michael J. Kane Photo Michael J. Kane Hover Photo
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Michael J. Kane

Insurance Specialist | Wealth Preservation Division

Michael J. Kane             

INSURANCE SPECIALIST | WEALTH PRESERVATION DIVISION

Phone: 949-453-7660
Mobile: 949-302-9593
Fax: 949-453-7672
Email: mkane@icmfinancial.com

Mike Kane has an extensive background in insurance and risk mitigation and works with clients to help preserve their wealth from unnecessary losses through proper insurance planning.

He was born in Bermuda and educated in Ireland and the US where he obtained a B.S. in Marketing and Political Science from Bryant University in Rhode Island in 2000.

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.

Having recently moved to OC with his wife and 2 young boys, Mike joined the ICM team, bringing comprehensive insurance knowledge and specialization to our wealth preservation division.

In his spare time he’s an avid golfer and former national team rugby player for Bermuda with numerous awards.

Fun fact: In college was recruited and had tryouts for the NE Patriots for kicking but decided a career in insurance was more fun.

 

 

CA Insurance License Number: 4142106 Michael J. Kane is not affiliated with SagePoint Financial and does not offer securities or investment services to clients.


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Roya Rohani

Financial Professional

Roya Rohani

Financial Professional

Phone: 949-453-7660 
Fax: 949-453-7672 
E-mail: rrohani@sagepointadvisor.com

I strongly believe when you love what you do, and are passionate about helping people, then success will follow.  That's exactly how I feel about my career as a Financial Professional with Independent Capital Management.

Having years of experience in managing and servicing business accounts and dealing with clients face to face, has made me a firm believer that building relationships and earning my clients’ trust is the only way I want to conduct business.

Helping people plan for different stages of their financial goals, by truly understanding their unique needs and developing a personalized road map through a consultative approach is what makes my job extremely fulfilling.

I would love to help you navigate the sensitive yet very important world of financial planning that is vital to you and your future. My clients are absolutely my number one priority. There is no reward greater than having happy and satisfied clients and that's how I earn my business.

Below is the list of my education and professional licenses that I hold:

  • Bachelor of Science in Business Management, University of Florida. Graduated with High Honors
  • Holder of California Health, Life and Accident as well as Property and Casualty Licenses
  • Certified Covered California Agent
  • Holder of series 6 and 63 registrations

CA Insurance License number: 0I01799

* 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 advisor of any client nor are they representative of any one client’s evaluation.

Cliff Madison Photo

Cliff Madison

Wealth Preservation Division
Summer Dole Photo

Summer Dole

Administrative Assistant