Christine Sztukowski
Phone: 805.484.1011 Christine Sztukowski AKA Helen Christine Sztukowski A trusted Estate and Financial Planner is one of the most important resources you can have as a long-term investor. Christine dedicates herself to her clients and their families specializing in creating an income during retirement, protecting assets, transferring their wealth to charities, family members, and providing insight in the decisions regarding end of life issues. Prior to her career in Financial Services Christine successfully worked in Business Management, Sales and Marketing, Human Resources, Health and Life Insurance Administration. She returned to school when her children were grown to enhance her knowledge and skills in the area of Business and Human Resources. She served on the board for the Make-A-Wish Foundation Tri-Counties, the Advisory Board for the Business Department of Channel Island High School, and has been an affiliate member of the Ventura County Coastal Association of Realtors. Christine is actively involved with Focus on Senior and VCCAP serving seniors in our community, and is a member of the Ninety-Nines Inc. a Women Flying Organization which encourages women to fulfill their dreams in flying. Christine and her husband are enjoying teaching their three grandchildren to Ski down a hill, Sail a boat to the beautiful Channel Islands, and Fly a plane; hoping they too will enjoy life to their fullest. Education and Licensing: Associate Degree in Business Management from Ventura College Human Resource Certificate from the University of California Santa Barbara Estate Planner with Citadel Law Offices Investment Advisor Representative with SagePoint Financial, Inc. Long Term Care Certified California Insurance License Life and Health, CA Insurance Lic: 0E50230 Securities and Investment Advisory offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Independent Capital Management,Inc.
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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
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.