Benjamin Perez, Jr.
Phone: 909-948-1608 Benjamin Perez is a graduate of the University of California, Irvine, with a degree in Electrical Engineering. After helping to build and grow a successful technology manufacturing firm, he followed his dream of a career that would have a lasting, positive impact on the lives of the people with whom he worked. His mission now is to thoroughly understand your financial needs and then align resources to help you meet or exceed them. Whether you are an individual, family or small business, he can help you evaluate near-term concerns and plan for long-term goals and, together with you, develop and execute a strategy that is precisely your own and helps you achieve your most important objectives.His service commitment centers around an ongoing assessment of your goals and investments while working with your CPAs or attorneys to help you identify potential opportunities and simplify your life. You may know others who could benefit from receiving the service and breadth of advice they deserve. As someone who understands the value of working with a trusted advisor, he is very appreciative when you introduce friends, family, and business associates to his services as well. 
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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
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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.