Joseph Ritschl
Phone: 619-282-1182
Joseph Ritschl grew up in Monroe, New York and graduated from Castleton State College with a Bachelors degree in business management sciences. He is a financial services specialist with ICM and a general securities representative with SagePoint Financial and currently holds the series 7 and 63 registrations and the California Life and Health Agent licenses. In an ongoing effort to help his clients in all aspects of their financial strategies, he is also a Citadel Certified Estate Planner. Joseph’s relationship with clients is built on a foundation of ongoing 2-way communication and transparency in his business practices. In addition to building customized financial strategies to achieve individual clients goals, he enjoys working with successful business owners and private practices in order to put specialized plans in place to reduce tax burdens and keep more profit. While Joseph uses a variety of solutions and programs to help his clients, he consistently strives to minimize tax liabilities for not only the current year, but throughout retirement 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.
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