Tonu ViitasSenior District Manager
Phone: 925-602-0599 Tonu Viitas is a Senior District Manager with ICM’s Concord office. A native of Estonia, Tonu has resided in California since 2000. Prior to moving to the United States, he received his Bachelor of Arts in Economics from Tallinn University of Technology in Estonia. While completing his Bachelors degree, Tonu played a crucial role as a Technology Support Agent at the SEB Union Bank of Estonia. Following his graduation at Tallinn University, Tonu was a Project Manager at the Estonian Regional Development Agency where he was responsible for financial undertakings and managing cooperations with other institutions operating in the field of SME (small and medium-sized enterprises) and regional development in Estonia. After completing his MBA at Lincoln University in Oakland, CA, in 2003, Tonu joined ICM and is now a Registered Principal with SagePoint Financial, Inc. (member FINRA/SIPC), not affiliated with Independent Capital Management. ICM Financial Advisors pride themselves on the service they offer their clients. Tonu takes pride in the relationships that are established with his loyal following of clients. By striving for perfection, Tonu is able to ensure that all of his client’s financial objectives and concerns are handled in a timely and professional yet personable manner. His has great attention to detail, and applies this in all business transactions as each client is unique and requires special analysis to ensure that each client receives a financial portfolio tailored to meet their needs both now and in the future. In his free time, Tonu dedicates his time as Treasurer for the non-profit organization Estonian Society of San Francisco. His personal interests include Martial Arts and traveling. Tonu resides in San Francisco Bay, CA, with his wife Marika and their daughter Grete. 
|
||
|
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.