Dinesh BhagatFinancial Services Specialist
Phone: 805-484-1011 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.
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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.
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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.