Nancy Serritella

Nancy Serritella

Registered Representative

Phone: 805-484-1011 x132
Fax: 805-484-0420
E-mail:
 

Nancy Serritella is a Registered Representative with SagePoint Financial Inc., and a Financial Services Specialist with Independent Capital Management Inc.  Along with her Securities registration, Nancy is a Life/Health licensed Agent for the State of California.  In addition to her licenses Nancy is a Notary Public, is Long Term Care certified as well as a Certified Citadel Estate Planner by which she was presented the “Award of Excellence” for outstanding Estate Planning in year 2002 and 2013.

Prior to her career in Financial Services, Nancy, a Certified Marketing Professional, held a successful position as Marketing Director for a southern California computer audit based company. Her responsibilities included: marketing the company and its services worldwide; creation and editing of an annual catalog; traveling to and overseeing all site activities within the United States as well as internationally; administration of day-to-day operations; and management of corporate office staff.

Nancy is committed to her career and considers her many clients to be her most valuable assets. Nancy quickly earned a position demonstrated by her continued inclusion as part of the Elite Financial Advisor category that have been with ICM for 5 or more years and have achieved their highest levels of production, service and ethical standards. We believe she is revered and respected among her colleagues.

Ms. Serritella is also very involved in her community. She has been a member of her cities Chamber of Commerce since 2000 has served on the Board of Directors since 2010 and has been named “Business Person of the Year”, for 2014, past Vice & President again acting President 2014 - 2015 of the Moorpark Alliance For Success Chapter of Business Network International (BNI) and is also a founding member of the American Business Women’s Association (ABWA) the Women of Worth Ventura County Chapter (WOW) whereby she held the position of Treasurer 2003 – 2005, Vice President 2005 – 2006, Secretary 2010-2012, President 2012 - 2014, and was named “Woman of the Year” in 2006. In her personal life Nancy is dedicated to her husband of 29 years and their two sons. Her interests include spending time with family and friends, traveling, playing cards, decorating, and golf.