Katelyn Feilmeier

Katelyn Feilmeier

Financial Advisor

Phone: 949-453-7660
Fax: 949-453-7672
 
The word finance often times elicits negative perceptions and social divisions that can be damaging in many different circumstances. As a financial advisor at Independent Capital Management Katelyn Feilmeier’s objective is to change those perceptions by connecting with all people, from any financial background, by building relationships on a foundation of trust.
 
The Series 6, Series 63 and Life and Health Insurance licenses that Katelyn holds qualify her to provide the knowledge and expertise needed to make these financially complex issues that clients face here at Independent Capital Management. Additionally, she has a Bachelor of Science Degree in Business Management from the Fashion Institute of Design and Merchandising.
 
As a Business Management graduate she has learned that effective communication is an art that begins with mutual respect and inspires from there. Her aim is to provide individuals as well as businesses with the knowledge, tools, and understanding needed to make educated financial decisions. Whether saving and growing wealth, managing taxes and risk, or maximizing cash flow and protecting a legacy, Katelyn is passionate about helping her clients make unemotional, well-thought-out decisions for their entire financial future, not just one period in time.
 
 
 
Katelyn Feilmeier 
Financial Advisor 
Independent Capital Management, Inc. 
1401 Dove Street, Suite 430 
Newport Beach, Ca 92660 
Office: 949-453-7660 
Fax: 949-453-7672