Barbara Orechoff

Barbara Orechoff

Financial Advisor

Phone: 805.484.1011 ext. 114
Fax: 805.484.0420
E-mail:
 

 

Barbara Orechoff is a Financial Services Specialist with Independent Capital Management and an Investment Advisor Representative, offering Securities and Investment Advisory through SagePoint Financial, Inc., located in Camarillo CA.  Her financial planning practice services help individuals and families secure their future through the review of assets, investments, money management, estate planning, insurance, and mortgage lending services. She has special experience working with widows, child actors and their families.

Barbara is a financial planner with international credentials.  She worked for many years at Citibank in Paris France, setting up and running a seat on the stock exchange at Paris Bourse, now known as Euronext Paris.  She has a degree in International Business Administration from American University of Paris, and has a post-graduate certificate in Financial Planning. She speaks fluent English, French, and Polish.

Barbara was born and raised in Los Angeles, lived and traveled extensively in Europe, spent ten years in the New York area, and has, for many years now, resided with her family in Ventura County.  

Education and Licensing:

  • B.A. degree in International Business from the American University of Paris, France.
  • California Licensed Insurance Agent-Health and Life Lic # 0F68892
  • California Licensed Real Estate Salesperson Lic. # 01441984
  • Investment Advisor Representative with SagePoint Financial, Inc.    
    Series 6,7,63 and 65 Securities Registrations
  • Graduate Certificate in Personal Financial Planning
  • Paralegal for Citadel Law Corporation
  • Notary Public

Personal:

  • Native Californian and resident of Ventura County since 1997
  • Fluency in Polish and French
  • International work experience
     
  • Volunteer with:
    Rotarian – Moorpark Morning Rotary Club –President 2011-2012
    Rotary Avenue of Service Award and Master PRLS Graduate & Instructor
    Rotary District 5240 Vocational Service Chair 2016-17
    USC Town and Gown – Committee Member
    Trojan League of the Valley Associates
    Moorpark Active Adult Center
    Moorpark Education Foundation - Board Member
    Simi Valley Hospital Foundation – Hats Off Committee Member
     
  • Business Associations
    Financial Planning Association of Ventura County
    Moorpark Chamber of Commerce - 2009-2014  Board of Directors
    Toastmasters International– Past President Moorpark Toastmasters
    Women’s Information Network-Simi Valley (WINS) Special Projects Chair

 

*Barbara Orechoff is an Investment Advisor Representative offering Securities and Investment Advisory through SagePoint  Financial, Inc.  Member FINRA/SIPC, and SEC-Registered Investment Advisor. Insurance services offered through Independent Capital Management, not affiliated with SagePoint Financial, Inc.