Nancy Serritella

Nancy Serritella

Financial Advisor

Phone: (805) 484-1011 ext. 132
Fax: (805) 484-0420
E-mail:
 

 

Nancy Serritella is a Registered Representative with SagePoint Financial Inc., and a Financial Services Specialist with Independent Capital Management Inc. Along with her Securities registrations, Nancy is a Life/Health licensed Agent for the State of California. In addition to her licenses, Nancy is a Notary Public, is Long Term Care certified as well as a CCEP, Certified Citadel Estate Planner by which she was presented the "Award of Excellence" for outstanding Estate Planning in year 2002.

Prior to her career in Financial Services, Nancy, a Certified Marketing Professional, held a successful position as Marketing Director for a southern California computer audit based company. Her responsibilities included: marketing the company and its services worldwide; creation and editing of an annual catalog; traveling to and overseeing all site activities within the United States as well as internationally; administration of day-to-day operations; and management of corporate office staff.

Nancy is committed to her career and considers her many clients to be her most valuable assets. Nancy quickly earned an impressive position demonstrated by her continued inclusion as part of the Elite Financial Advisor category who have been with ICM for 5 or more years and have achieved their highest levels or production, service and ethical standards. She is revered and respected among her colleagues and clients and continues to reap the rewards of commitment and hard work.

Ms. Serritella is involved in her community. She is a member of the Moorpark Chamber of Commerce, past President & Vice President of the Alliance For Success Chapter of Business Network International (BNI ) and is a member of the Ventura County Women of Worth Chapter of the American Business Women’s Association. She held the positions of Treasurer for the 2003 – 2005 years and Vice President 2005 – 2006 and was named "Woman of the Year" in 2006. In her personal life Nancy is dedicated to her husband of 25 years and their two sons. Her interests include spending time with family and friends, traveling, playing cards, decorating, swimming and walking.

 

 

 

 

*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the representative by any client nor are they representative of any one client’s evaluation.