Phone: 805.484.1011 ext. 114
Financial Services Specialist with Independent Capital Management and a Investment Advisor Representative, offering Securities and Investment Advisory through SagePoint Financial, Inc. I work to improve my client’s confidence in their investments mind through solid financial strategies. Each person’s goals and dreams are unique as is their financial situation. I offer a personalized review and analysis to my clients and recommend strategies to accomplish their objectives. Independent Capital Management is totally independent, which gives me great flexibility as to the use of financial vehicles that best fit each client’s situation. The strategies include a comprehensive analysis of retirement, college, and estate planning, as well as an overview of insurance protection needs. I also offer refinancing/mortgage lending services as well as Real Estate services.
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
· Paralegal for Citadel Law Corporation
· 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 Elect Nominee
USC Town and Gown – Committee Member
Pacific Festival Ballet Company
· Business Associations
Moorpark Chamber of Commerce - Board of Directors
Business Network International (BNI) – Area Director Ventura County
Toastmasters International– Past President Moorpark Toastmasters
Women’s Information Network-Simi Valley (WINS)
Children in Film
*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.