Pamela RodriguezSenior District Manager
Phone: (949) 453-7660 Pamela Rodriguez graduated from Pepperdine University with a Bachelor of Science degree in Business Administration. During her time at Pepperdine, Pamela consulted for a nonprofit organization focused on the development of women, to help them implement a sound financial strategy which has allowed the once fledgling organization to flourish. Since her academic career at Pepperdine, Pamela has wholly embraced Pepperdine’s philosophy that “spiritual commitment, tolerating no excuse for mediocrity, demands the highest standards of professional excellence”. Pamela moved on to apply her degree to the administration of an international travel business where she was responsible for the management of over thirty employees. She demonstrated her dynamic public speaking skills by conducting regular training seminars for several affiliated companies. Pamela joined ICM in 2007 and continues to strive to show her exceptional commitment to her clients. She is a Registered Representative with SagePoint Financial, Inc. Ms. Rodriguez has consistently achieved recognition as the Monthly Top Representative in the Irvine office and was recognized as the Regional Top Representative of the Year in 2008. Pamela was promoted to Senior District Manager in 2012 in the Irvine office Fluent in both English and Spanish, Pamela provides full-service financial strategies for individuals, families and businesses using tax efficient strategies to help them achieve their financial goals. She is dedicated to educating her clients in the areas of tax favored college planning, tax-advantaged retirement plans, wealth preservation and estate planning, as well as insurance needs analysis. Pamela firmly believes in providing her clients with the tools and knowledge to become financially confident. 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 advisor by any client nor are they representative of any one client’s evaluation.
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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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