Credit, Estate Planning, Financial, Insurance, Mortgage, Property Casualty, Real Estate
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, 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, Tax Planning
David Aquino Lumiqued has been the branch manager of the South Pasadena/Pasadena office for Independent Capital Management since 2003. 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 Citadel Certified Estate Planner and offers Real Estate and Home Loan Services through ICM Lending. www.icmlending.com David offers Investments, Insurance, Real Estate and Home Loans plus Estate Planning services. He has been in the financial services field since 1996. David is Series 7, 6, 63, 26, 24, 51, 65, Life and Health licensed. www.icmfinancial.com
Prior to opening the Pasadena office, David was a Top Producer and Senior District Manager in ICMís West Covina (Ontario) and Torrance Branch Offices. David developed clients and representatives into the Financial Services Industry and primarily works on a Referral basis. He is also the Pasadena Chapter President for The Society for Financial Awareness (SOFA) which is a Non-Profit Speaking Organization that helps educate Businesses and Individuals about Finances. www.sofausa.org
David Aquino Lumiqued, was born in the 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 an Adult Basketball (El Monte) and Flag football (Chino/Diamond Bar) league. 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, saving for a home as well as insurance, 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.