Company Information - Financial Service Jobs Financial Careers

Independent Professional Advice with a Personal Touch. Experience the high level of service and hands on approach offered by a private boutique firm, backed by the size and strength of one of the nation’s largest independent broker-dealers.

ICM Philosophy

• INDEPENDENCE • FULL-SERVICE • EDUCATIONAL PROCESS •

Founded in 1988, ICM was formed with the philosophy of providing independent financial advice to individuals, families and businesses throughout the country. We are dedicated to helping our clients build wealth and preserve their hard-earned assets. Staffed by a team of experts with various financial disciplines, ICM offers a wide range of well-known products and services as it guides clients through even the most complex financial situations.

 

SagePoint Financial, Inc.

We appreciate and rely on the resources that come with being part of one of the largest networks of independent advisors in America. SagePoint Financial is part of the Advisor Group whose strengths, combined with the collective strengths of our advisors, provide powerful momentum to meet the next generation of challenges and opportunities. The Advisor Group manages $146.7 Billion in assets for clients and has annual gross revenue of $1.3 Billion.

 

ICM Lending, Inc.

ICM Lending was created to provide unbiased, mortgage analysis and competitive solutions for our clients’ real estate needs. History has shown that home ownership can potentially assist in financial security, tax advantages, and long term wealth accumulation.

Learn more about ICM Lending

 

Management Team

Drew Marloe, MBA

President and CEO

San Clemente, CA

Executives

William Farraj

Chief Marketing Officer

Newport Beach, CA

Susan Green

Senior Managing Partner

Division Manager
Camarillo, CA

Lance Stanley

Chief Financial Officer

San Clemente, CA

Kevin Yoneda

Senior Managing Partner

Division Manager
San Diego, CA

Division Managers

Pamela Rodriguez

Division Manager

Beverly Hills, CA

Susan Green

Senior Managing Partner

Division Manager
Camarillo, CA

Marie Cammack

Division Manager

Newport Beach, CA

 

 

Michael Ferrera

Division Manager

Ontario, CA

David Lumiqued

Division Manager

West Covina, CA

Kevin Yoneda

Division Manager

San Diego, CA

Tina Montoya

Division Manager

Torrance, CA

Senior District Managers

 

Minh Huynh

Senior District Manager

West Covina, CA

Jonathan Isaac

Senior District Manager

San Diego, CA

Don Ventura

Senior District Manager

San Diego, CA

Arnie Austria

Senior District Manager

Division Manager
Torrance, CA