Dinesh Bhagat

Financial Services Specialist

Phone: 805-484-1011 x120
Fax: 805-484-0420
E-mail: dnbhagat@sagepointadvisor.com

Financial Services Specialist with Independent Capital Management Inc. and a Registered Representative offering securities through Sagepoint Financial Inc.

Dinesh’s focus is on advising individuals, families and small business owners  about various aspects of wealth accumulation, preservation and  tax efficient retirement & estate planning.

He believes that this can be done through patiently listening to clients expressing their financial concerns as well as their aspirations and thereafter helping them to develop appropriate financial strategies that will meet their current and long term needs

Dinesh was born in Harare, Zimbabwe and moved to California with his wife and two daughters in 2010. He is a graduate of the University of Zimbabwe with a Bachelor’s Degree in Business Studies and a Master’s Degree in Business Administration.

A successful entrepreneur and business owner, Dinesh has over twenty years experience in textile manufacturing and marketing in an economically volatile region that has been through extreme hyperinflation. This has given him an insight into how important it is to preserve and protect one’s hard earned wealth  during uncertain economic times.Dinesh has done voluntary service for over 15 years, serving as founding board member, treasurer and secretary of Westridge Primary and High Schools   operated by the Hindoo Society of Harare ( a non-profit religious organization).  He was also a member of the Society’s Executive Committee for the same period.