Stephen Hall
Phone: 619-282-1182 After a successful career as a music educator and college band director, Stephen Hall has been in financial services since 2005. In February of 2010 he relocated from Dayton, Ohio, to San Diego and became associated with the San Diego office of Independent Capital Management, Inc. Steve’s background as a teacher gives him a focus on service and client relations and he says, “ I value nothing so much as I value my clients’ trust.” Individuals approaching retirement age, who are looking to help maximize and preserve their assets, are his particular field of expertise though he also works with many young professionals and families in formulating plans for reducing taxes, retirement, college expenses and numerous other goals. Steve holds Life and Health Agent licenses in seven states, is a registered representative with SagePoint Financial, Inc. (member FINRA/SIPC) and a Certified Citadel Estate Planner. He and his wife, Gail, have been married for 38 years and currently live in San Diego where they enjoy a variety of activities including cycling, hiking and especially spending time with their grandchildren. 
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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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