Dinesh Bhagat

Dinesh Bhagat

Financial Advisor

Phone: 805-484-1011
Fax: 805-484-0420
Mobile Phone: 805-377-2744
E-mail:
 

Financial Services Specialist with Independent Capital Management Inc. and an Investment Advisor Representative, offering Securities and Investment Advisory services through Sagepoint Financial Inc.

Dinesh’s focus is on advising individuals, families and small business owners about various aspects of wealth accumulation, preservation and tax efficient retirement & estate planning.

He believes that this can be done through patiently listening to clients expressing their financial concerns as well as their aspirations and thereafter helping them to develop appropriate financial strategies that will meet their current and long term needs

Dinesh was born in Harare, Zimbabwe and moved to California with his wife and two daughters in 2010. He is a graduate of the University of Zimbabwe with a Bachelor’s Degree in Business Studies and a Master’s Degree in Business Administration.

A successful entrepreneur and business owner, Dinesh has over twenty years experience in textile manufacturing and marketing in an economically volatile region that has been through extreme hyperinflation. This has given him an insight into how important it is to preserve and protect one’s hard earned wealth  during uncertain economic times.

Dinesh has done voluntary service for over 15 years, serving as founding board member, treasurer and secretary of Westridge Primary and High Schools operated by the Hindoo Society of Harare ( a non-profit religious organization).  He was also a member of  the Society’s Executive Committee for the same period.                                          

______________________________________________________________________________________________

*Securities offered through Sagepoint Financial, Inc., member FINRA/SIPC. Fixed and/or traditional insurance services offered through Independent Capital Management . Mortgage services offered through ICM Lending. Trust services offered through Citadel Law Offices. Independent Capital Management, ICM Lending and Citadel Law Offices are not affiliated with Sagepoint Financial, Inc., and are not registered as a broker-dealer or investment advisor.

CA Insurance License #0H044030.  Series 6 and 63 Securities Registrations.