Barbara Orechoff

Barbara Orechoff

Investment Advisor Representative

Phone: 805-484-1011 x114
Fax: 805-484-0420
E-mail:

Financial Services Specialist with Independent Capital Management and a Investment Advisor Representative, offering Securities and Investment Advisory through SagePoint Financial, Inc.  I work to improve my client’s confidence in their investments mind through solid financial strategies.  Each person’s goals and dreams are unique as is their financial situation.  I offer a personalized review and analysis to my clients and recommend strategies to accomplish their objectives.  Independent Capital Management is totally independent, which gives me great flexibility as to the use of financial vehicles that best fit each client’s situation.  The strategies include a comprehensive analysis of retirement, college, and estate planning, as well as an overview of insurance protection needs. I also offer refinancing/mortgage lending services as well as Real Estate services.

Education and Licensing:

  • B.A. degree in International Business from the American University of Paris, France.
  • California Licensed Insurance Agent-Health and Life Lic # 0F68892
  • California Licensed Real Estate Salesperson Lic. # 01441984 
  • Investment Advisor Representative with SagePoint Financial, Inc.
    Series 6,7,63 and 65 Securities Registrations
  • Paralegal for Citadel Law Corporation

Personal:

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.