(858) 268-7092
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David Lumiqued
100 N. Barranca St. Ste. 810
West Covina, CA 91791
Other States Served: CA, WA, CO, NV
Profession:
Credit, Estate Planning, Financial, Insurance, Mortgage, Property Casualty, Real Estate, Other, Other
Workshops Offered:
Asset Allocation & Modern Portfolio Theory, Budgeting and Debt Elimination, College Planning, Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, First Time Home Buyers - Issues of Real Estate, Getting Fiscally Fit, Getting Your Financial House in Order, How to Buy Foreclosures & Short Sales, I.D. Theft, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Legal Lessons for Life, Life Insurance and You, Maximizing the Right Mortgage Strategies in Today's Market, Preparing for Long Term Care, Real Money - Real Estate, Refinancing 101, Reverse Mortgages, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, The U.S. Housing Crisis, Understanding 401K Rollovers, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt
About Me:
David Aquino Lumiqued has recently opened our West Covina branch office and has been with Independent Capital Management, Inc. since 1996. David is an owner and also serves on ICMís Board of Directors. He is an Investment Advisor Representative with Independent Capital Management, Inc. and Registered Principal with Sagepoint Financial. David is also a Notary Public for the state of California and Licensed Life Agent. In addition, he is a Certified Citadel Estate Planner and offers Real Estate and Home Loan Services through ICM Lending. David is Series 7, 6, 63, 24, 26, 51, 65, Life and Health Licensed.



Ca. Insurance # 0B61333

www.icmlending.com www.icmfinancial.com

Prior to opening the West Covina office, David was a Top Producer and Senior District Manager in ICMís West Covina (1996-2001) and Torrance (2001-2002) branch offices. David developed clients and representatives in to the Financial Services Industry and primarily works on a Referral basis. David opened the Pasadena Branch office and ran it from (2002-2017) before opening ICMís West Covina office in October 2017. He feels like he has come full circle in this business and is Happy to be closer to home.

David Aquino Lumiqued, was born in Los Angeles, and graduated from Rosemead High School. He attended the University of the Pacific (UOP) and St. Maryís College (SMC) in Moraga, CA. David earned a Bachelorís of Science degree in Business Administration in 1995. While at UOP and SMC, David started all four years in Intercollegiate Division I-A and Division II football. Currently, David participates in Adult Basketball (El Monte) and Flag Football (Chino/Diamond Bar) leagues. Being part of a TEAM, like in SPORTS, is important to building a Successful Business and Career. David was also the recipient of the Young Achievers award from the Filipino-American Lyons club.

David specializes in helping individuals, businesses and families with all aspects of financial planning. Those aspects include Retirement, College Funding, saving for a home. Additionally, he provides insurance Services, Real Estate and Home Loans plus Estate Planning. Davidís focus is to provide a Full Financial Plan that helps clients prepare for all financial needs.

Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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