Phone: 626-966-1426 Fax: 626-966-0426
David Aquino Lumiqued has recently opened our West Covina branch office and has been with Independent Capital Management, Inc. since 1996. David is an owner and also serves on ICM’s Board of Directors. He is a Registered Principal with Osaic Wealth, Inc.. David is also a Notary Public for the state of California and Licensed Life Agent. In addition, he is a Certified Citadel Estate Planner and offers Real Estate and Home Loan Services through ICM Lending. David is Series 7, 6, 63, 24, 26, 51, 65, Life and Health Licensed.
Prior to opening the West Covina office, David was a Top Producer and Senior District Manager in ICM’s West Covina (1996-2001) and Torrance (2001-2002) branch offices. David developed clients and representatives in to the Financial Services Industry and primarily works on a Referral basis. David opened the Pasadena Branch office and ran it from (2002-2017) before opening ICM’s West Covina office in October 2017. He feels like he has come full circle in this business and is Happy to be closer to home.
David Aquino Lumiqued, was born in Los Angeles, and graduated from Rosemead High School. He attended the University of the Pacific (UOP) and St. Mary’s College (SMC) in Moraga, CA. David earned a Bachelor’s of Science degree in Business Administration in 1995. While at UOP and SMC, David started all four years in Intercollegiate Division I-A and Division II football. Currently, David participates in Adult Basketball (El Monte) and Flag Football (Chino/Diamond Bar) leagues. Being part of a TEAM, like in SPORTS, is important to building a Successful Business and Career. David was also the recipient of the Young Achievers award from the Filipino-American Lyons club.
David specializes in helping individuals, businesses and families with all aspects of financial planning. Those aspects include Retirement, College Funding, saving for a home. Additionally, he provides insurance Services, Real Estate and Home Loans plus Estate Planning. David’s focus is to provide a Full Financial Plan that helps clients prepare for all financial needs.
Ca. Insurance # 0B61333
Phone: 626-966-1426 Fax: 626-966-0426 E-mail: email@example.com
Minh Huynh is an Investment Advisor Representative with Osaic Wealth, Inc, member FINRA, SIPC. Minh joined ICM in 2006 and has been passionate about helping individuals improve their financial situation each day. While mainly serving his clients on a referral basis, Minh specializes in providing his clientele with various types of insurance, securities, estate planning and real estate services. His clientele include families, pre-retirees, business, as well as young professionals.
Prior to joining with ICM, Minh filled several positions with large global financial institutions such as Rabobank International, ABN AMRO Bank and ING Bank in the Netherlands, specializing in Risk Management. Minh is currently a Registered Representative with Osaic Wealth, Inc. (member FINRA/SIPC). He is also a Certified Estate Planner with Citadel Law Offices and a Notary Public.
In addition, Minh Huynh is the Senior District Manager of ICM's Pasadena branch. Born in Vietnam and a Dutch native, Minh moved to the United States in 2006. He graduated from the Faculty of Economics and Management of the Hogeschool van Utrecht in the Netherlands with a degree in Finance and Accounting. He then continued his education at the Rotterdam School of Management, Erasmus University where he earned a degree in Business Administration.
Minh resides in the Los Angeles area and in his free time he enjoys spending time with his wife and his two daughters.
Ca. Insurance # 0F25964
Phone: 626-966-1426 Fax: 626-966-0426 Email: firstname.lastname@example.org
Alyssa Arizaga started in the ICM Pasadena office in 2017. She is now working in our West Covina branch office as an Insurance agent and office executive assistant. She specializes in client outreach and engagement. Alyssa works with the insurance aspects of financial planning services through the Office Team in West Covina.
Alyssa grew up in the Inland Empire and is a graduate from Colton High School. She attended Riverside City College and completed her Cosmetology School to become a Beautician/Barber.
Alyssa Arizaga is not registered with Osaic Wealth, Inc.
Ca. Insurance # 0M39505
Kevin Miller is not registered with Osaic Wealth, Inc.
Keona spent her early years living in several states, Guam, and in the Philippine’s due to her father’s military career. While he was stationed in Hawai’i, she bonded with extended family while enjoying the beaches and sunshine.
She recently moved to Southern California from Oregon. While a teen in Oregon, Keona worked part-time in dental offices. Her passion for helping others led her to obtain her Radiology License from OHSU/School of Dentistry and becoming a dental assistant devoting 20+ years to excellence in the dental field. With her organizational skills and detailed accuracy with numbers she quickly transitioned from dental assistant to office management, educating patients about their insurance benefits, treatment planning, and supporting the doctor and staff.
Keona’s desire to learn about Financial Security and how to protect it led her on a path to become a Licensed Life and Health Insurance Agent. Her passion in helping others is being fulfilled as she shares with clients the importance of Life and Health Insurance, providing them with the knowledge to make informed decisions.
ICM offers all aspects of Financial Planning including Investments, Retirement Planning, College Planning, Insurance Services, Real Estate and Mortgage Lending services, Estate Planning with Living Trusts, Wills, Power of Attorney for Assets, Power of Attorney for Health Care and HIPAA forms. Notary services are also available.
Call or stop by to meet Keona and start your path to Financial Security.
Keona Miller is not registered with Osaic Wealth, Inc.