Teresita PajeFinancial Services Specialist
Phone: (619) 282-1182 My Business Philosophy: To build a lifelong relationship with clients based on mutual trust and honesty, thus providing high quality personalized financial services in a friendly environment.
Tess Paje is a financial adviser with SagePoint Financial, Inc. Her specialized and personalized services include Investing*, Education Plans, Income Tax Plans*, Retirement Plans*, Estate Planning, and Insurance Planning. She earns her undergraduate degree in accounting from the Philippines and her Masters in Business Administration with emphasis in Financial Management from San Diego. Married for 27 years to Rey Paje, they are blessed with two children, Trisha, a graduate of USD and Karina, a graduate of UCLA. She was a former employee of Sempra/SDG&E for over 20 years. Her work experience as an accountant and auditor started her interest to help people in their financial problems, which later became her passion as a financial adviser. Driven by this passion of helping people, this inspired her to organize the San Diego Premier Lions Club, a humanitarian organization. What she envisions of the club is the acronym of the word PREMIER, a Person who Respects an Excellent Mentor with Innovative Empowered Responsibilities. She goes by the sayings; success is measured by the number of people you help to succeed. She hopes someday to finish writing her book, Accounting for Life. 
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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.
This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, MD, MA, MI, MN, MO, MT, NV, NH, NJ, NM, NY, NC,OK, OR, PA, RI, TN, TX, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
The Inc. 500 is ranked according to percentage revenue growth for four years. Additionally, they have to be US based, privately held, for profit, and independent -- not subsidiaries or divisions of other companies. ICM was named to the Inc 500 in 1996 and 1997.