Steve StatzerFinancial Services Specialist
Phone: (760) 804-9696 Steve specializes in financial services for individuals and business owners including retirement planning and wealth preservation. He also helps his clients analyze their insurance needs, estate plans and college savings programs. Steve is very involved in his community through the Oceanside Parks and Recreation as a martial arts instructor. Steve along with his wife Christine, works as leaders with the youth at their church doing community projects such as working at the local soup kitchen once a month. Steve also chairs the business network for a local chapter in Oceanside. Steve is a financial service representative with Independent Capital Management and has been with them since 1995. He currently holds a series 6, 63, 7 and a Life Agent License. He has also completed courses through the Certified Retired Financial Advisor program. Steve graduated from the University of Phoenix with a BA in Business Administration.
Steve enjoys running, bike riding, working out and has a black belt in mixed martial arts.
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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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