Phone: 949-453-7660 Fax: 949-453-7672 E-mail: email@example.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.
Since 2002, she has worked to help her clients achieve efficiency and control in their financial lives, keep more of what they make, save more money, and give their families a sense of security to weather the ups and downs. Marie 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: investment management, tax-favored retirement programs, tax-efficient college savings vehicles, real estate investments, estate and succession planning, asset preservation, and insurance needs analysis.
Her expertise in financial markets is demonstrated through her public speaking engagements and her role as co-host on ICM’s radio show “Real Advice from Real People”. In recognition of her achievements, Marie has been a repeat recipient of the ICM’s President’s Club and NLG Conference of Champions designations.
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.
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 SagePoint Financial, 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 SagePoint Financial, 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 SagePoint Financial, 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.
• 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,
**CA Insurance Lic: 0E10831; ID Insurance Lic: 866515
* Securities offered through Sagepoint Financial broker-dealer member FINRA/SIPC. Advisory services offered through Sagepoint Financial, a registered investment advisor. ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM.
Phone: 949-453-7660Fax: 949-453-7672Email: firstname.lastname@example.org
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
Phone: 949-453-7660Mobile: 949-302-9593Fax: 949-453-7672Email: email@example.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.
Phone: 949-453-7660 Fax: 949-453-7672 E-mail: firstname.lastname@example.org
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:
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.