Santiago Huerta

Santiago Huerta

Financial Advisor

Phone: 619-282-1182
Fax: 619-282-3219
 
Santiago Huerta is a Financial Advisor with ICM and a Registered Representative at SagePoint Financial. Santiago holds a Bachelors Degree in Finance from Instituto Tecnologico de Estudios Superiores de Monterrey (ITESM). He also holds a Masters Degree in Business Administration from Universidad Carlos III de Madrid where he graduated in 2010.
 
 
Santiago assists his clients in building financial strategies, retirement and life insurance. He strongly believes having a financial plan is important and enjoys helping people getting on track toward their financial goals.
 
 
 
Prior to joining ICM, Santiago was a Business Advisor at a consulting firm in Spain where his clients were mainly from the Banking, Insurance and Financial Services industry. 
 
He currently holds a Series 6, Series 63 and the California Life & Health Insurance License.
 
He is fluent in English, Spanish and German.
 
 
 
 
Santiago Huerta
Financial Advisor
Independent Capital Management, Inc.
Registered Representative
SagePoint Financial, Inc.
Phone (619) 282-1182
Fax: (619) 282-3219