Albert CornelFinancial Services Specialist
Phone: 805-484-1011 Every business or person has a unique economic situation and financial goals. My job is to help you reach your financial goals by addressing your unique situation. I am committed to helping build and conserve your assets by choosing the right mix of investments for retirement, college, and estate planning. Furthermore, I will help you choose the right amount of life or health insurance, which will help you maintain your assets in cases of emergencies. Finally, because businesses face complex issues such as taxes, affordable health insurance, and employee retirement accounts, my job is to assist you in minimizing these burdens by utilizing financial vehicles that best fits your needs. You can feel confident in knowing my services are unbiased because I am completely independent. What this means for you is that I have more choices in financial vehicles, which translates into flexibility and affordability of service. It’s your financial future; let’s build it together.
Specialized Training: Comprehensive training in financial strategies and products. All Licenses and registration required to transact business including state securities and insurance registrations. Registered Representative with SagePoint Financial Inc. Fixed and Traditional Insurance services offered through Independent Capital Management. Designations: . Uniform Securities Agent . Life Insurance Agent, CA Insurance Lic. #OE55298 . Investment Company/ Variable Contract Limited Representative . Certified Citadel Estate Planner
Personal Information I am a very proud father of adorable twin girls, Cara and CJ. I am an active member of two organizations, my church of which I am currently serving two voluntary positions and Kiwanis International, which is dedicated to serving the community. I have also been a very active proponent of physical fitness following a stint as an instructor in Martial Arts of which I have earned 2nddegree Black belt in Kenpo Karate, that is why I teach fitness at a local gym few hours a week. I believe in having a balanced lifestyle that include spiritual, physical and financial.
|
||
|
333 S. Beverly Dr., Suite 201 Phone: 800-600-2620 |
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management (ICM). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from SagePoint Financial, Inc.
This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, MD, MA, MI, MN, MO, MT, NV, NH, NJ, NM, NY, NC,OK, OR, PA, RI, TN, TX, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
The Inc. 500 is ranked according to percentage revenue growth for four years. Additionally, they have to be US based, privately held, for profit, and independent -- not subsidiaries or divisions of other companies. ICM was named to the Inc 500 in 1996 and 1997.