Retirement Planning | Investment Advice | Life Insurance

CONNECT

Address:

21 East Carrillo Ste 100A
Santa Barbara, CA 93101

Phone:

(805) 364-4749

Fax/Other:

8054840420

Our Firm

Founded in 1988, Independent Capital Management has offices throughout Southern California and clients throughout the United States. We are a full-service financial firm committed to helping people pursue their financial goals. Staffed by a team of experts in various financial disciplines, ICM offers a wide range of well-known products and services as it guides clients through even the most complex financial situations.

 

Through SagePoint Financial, our advisors enjoy the support and resources of one of the largest broker dealers in the nation. SagePoint Financial is part of the Advisor Group whose strengths, combined with the collective strengths of our advisors, provide powerful momentum to meet the next generation of challenges and opportunities. The Advisor Group manages $146.7 Billion in assets for clients and has annual gross revenue of $1.3 Billion.

 

ICM Lending was created to provide unbiased, mortgage analysis and competitive solutions for our clients’ real estate needs. History has shown that home ownership can potentially assist in financial security, tax advantages, and long term wealth accumulation.

Learn more about ICM Lending

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck