Michael Gallop is the Division Manager of ICM’s Carlsbad, California office. He has been a top producer for the company since 2006, and has been the OSJ Principal of the office since January 2007. He has qualified for both the ICM President’s Performance Club and SagePoint Financial’s Achievers Council all three years that he has managed the branch.
He graduated with an undergraduate degree in Business Administration in Finance and a Minor in Economics from James Madison University in Harrisonburg, VA. Michael, a native of Montauk, NY, moved with his wife Jillian to San Diego and joined ICM in 2003.
Michael prides himself on mentoring both his advisors and clients in reaching their goals. As a branch manager, his main focus is on recruiting and grooming successful financial advisors to build their practices and help their clients. He believes in providing “structured flexibility,” and allowing his advisors to think independently when going through the financial planning process with their clients. His goal is to provide a good work environment and the necessary hands-on training and attention it takes to build a career as a financial advisor.
Michael brings the same philosophies to his clients. He believes in working as a team with his clients, and truly knowing what their goals, wants, and dreams are. He believes in a “holistic” financial planning approach, focusing on the big picture first. After the goals and priorities are established, taking the steps needed to start a financial plan or improve/compliment an existing plan follows. Michael specializes in retirement planning and estate planning for both individuals and small businesses. Helping to build assets to attempt to become financially independent, and preserving those assets, are the foundation of his practice.
Michael is an Investment Advisor Representative with Independent Capital Management Inc., and a Registered Principal with SagePoint Financial, Inc.
Though Michael spends countless hours serving his advisors and his clients, his first priority is his family. He married his high school sweetheart, Jillian, and they have two beautiful boys at home-Jackson and Silas. They reside in Carlsbad, CA.