Pamela RodriguezSenior District Manager
Phone: 949-453-7660 ext. 218 Pamela Rodriguez graduated from Pepperdine University with a Bachelor of Science degree in Business Administration. During her time at Pepperdine, Pamela consulted for a nonprofit organization focused on the development of women, to help them implement a sound financial strategy which has allowed the once fledgling organization to flourish. Since her academic career at Pepperdine, Pamela has wholly embraced Pepperdine’s philosophy that “spiritual commitment, tolerating no excuse for mediocrity, demands the highest standards of professional excellence”.
Pamela moved on to apply her degree to the administration of an international travel business where she was responsible for the management of over thirty employees.
She demonstrated her dynamic public speaking skills by conducting regular training seminars for several affiliated companies.
Pamela joined ICM in 2007 and has since shown her exceptional commitment to her clients. Ms. Rodriguez has consistently achieved recognition as the Monthly Top Representative in the Irvine office and was recognized as the Regional Top Representative of the Year in 2008.
Fluent in both English and Spanish, Pamela provides full-service financial strategies for individuals, families and businesses using tax efficient strategies to help them achieve their financial goals. She is dedicated to educating her clients in the areas of tax favored college planning, tax-advantaged retirement plans, wealth preservation and estate planning, as well as insurance needs analysis. Pamela firmly believes in providing her clients with the tools and knowledge to become financially confident.
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. |
|
|
*Advisory services offered through Independent Capital Management, Inc., a registered investment adviser. Real estate and mortgage services offered through ICM Lending, Inc. Securities offered through SagePoint Financial, Inc., A Registered Broker Dealer. Member FINRA/SIPC not affiliated with Independent Capital Management. NOTE: The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information. The website information being provided is strictly as a courtesy. When you link to any of the web-sites provided herewith, SagePoint Financial, Inc. makes no representation as to the completeness or accuracy of information provided at the sites and should not construe directly or indirectly, any information therin as an offer to buy or sell any securities mentioned. Therefore, the information should only be relied upon when coordinated with individual professional advice. |