Phone: 310-527-0355 Fax: 310-323-3557
Tina Montoya is the Division Manager of ICM’s Torrance, California office. She graduated from the University of California, Berkeley with a Bachelor of Arts degree in Fine Arts. Tina joined ICM in 2001 and specializes in retirement, estate planning, asset protection and small business. She currently holds Series 6,7,63,66,24,51 securities registrations as well as a California Life and Health License. Tina is a Registered Principal with SagePoint Financial Advisors, Inc. (member FINRA/SIPC), and a Notary Public.
Ca. Insurance # 0D70698
Arnie is a Senior District Manager with ICM and a Registered Representative with SagePoint Financial, Inc. He was born and raised in California and graduated from UCLA with B.S. Degree in Electrical Engineering.
Arnie strives to find financial solutions for individuals and families in the areas of college savings, investments, retirement, health & life insurance needs and estate planning. He has enjoyed providing these services to the community since 1993. He can be contacted at our Torrance office at 310-527-0355.
Currently, he enjoys spending time with his three sons – Arnie Jr., Danny and Tim.
Ca. Insurance # 0B34056
Alan is a District Manager in the ICM Torrance office. He is a Registered Representative with SagePoint Financial, Inc., and currently holds Series 6, 7, 63, 66 and 24 securities registrations as well as insurance licenses in California and Missouri.
Alan works with individuals and businesses to develop specialized plans to reach their financial goals, with a focus on asset preservation and estate planning.
When not helping clients or working with his representatives, Alan likes to golf, fish and BBQ
Ca. Insurance # 0G15831
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 23 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, College Bound CA, 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 20 years and has been honored as Estate Planner of the Year multiple times. Over the past fifteen years, John has served the community by bringing financial awareness to his community at The Los Angeles Black Business Expo and locally at community centers in the Inland Empire. He served as President of Phi Beta Sigma Fraternity 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, 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 H.S, School Site Council for two years.
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.
Phone: 310-527-0355 Fax: 310-323-3557 E-mail: firstname.lastname@example.org
Mr. Unser is a Financial Services Specialist with ICM’s Torrance office. He holds Series 6, 63, 7, and 26 securities registrations as well as an insurance license in California and is a Certified Citadel Estate Planner. He graduated with a Bachelor of Science in Organizational Leadership from Wright State University and an Associate of Applied Science from Sinclair Community College in Dayton, Ohio and is a proud United States Marine Corps veteran.
Mr. Unser helps his clients make wise decisions about their finances through education and planning. He serves his clients through insurance, retirement and college savings, mortgage services, and estate planning and was awarded the 2009 Estate Planner of the Year Award through Citadel Law. He specializes in growing personal long-term relationships with his clients.
Glenn Unser offers securities through SagePoint Financial, Inc. When he is not serving his clients, he enjoys surfing in Malibu, is an avid reader, and is currently studying the art of salsa dancing.
Ca. Insurance # 0F78910