Kevin Liu

Kevin Liu

Financial Advisor

Phone: 619-282-1182
Fax: 619-282-3219
 

Kevin Liu is a Financial Services Specialist with Independent Capital Management and a Registered Representative of SagePoint Financial. Kevin spent his early years in Hong Kong but later left for San Diego, California. He went on to graduate from the University of California, Santa Barbara. Kevin currently holds Series 6 & 63 registrations and a California Life and Health Agent License.

Kevin enjoys helping his clients reach their financial goals and understands the importance of placing the client’s best interest at the forefront. He stresses the importance of having a solid financial plan in order for his clients to reach their personal goals and aspirations.

Working with ICM gives Kevin the advantage of independence, which means he can design customized solutions for his clients and also others who can benefit from his services. To Kevin, “The rewarding part about this job is making a lasting impact on people’s lives and  helping to ensure they are on the right path to success and financial freedom.”

Kevin Liu
Financial Services Specialist
Independent Capital Management, Inc.
Registered Representative
SagePoint Financial, Inc.
3131 Camino Del Rio N Ste 1150
San Diego, CA 92108
619-282-1182
619-282-3219 fax
kliu@sagepointadvisor.com
www.icmfinancial.com