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Ventura - Investment Mgmt |
Specialties: Employee Benefits, Financial Svcs, Wealth Management |
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Plato GuerraFinancial Services Specialist - Independent Capital Management, Inc
A balanced financial plan addresses goals and concerns to deliver peace of mind.
In our life journey, we work hard, we pay our bills and taxes, yet still stuff happens at inconvenient times.
Plato implements practical tax-conscious saving solutions that reward business owners, executives, and families to protect and grow their wealth.
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(805)484-1011
(805)484-0420 Fax
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770 Paseo Camarillo
Camarillo, CA 93010-6092 -
MAP
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| Profession |
Investment Mgmt |
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| Specialty |
Employee Benefits, Financial Svcs, Wealth Management |
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| Group |
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| Business Name |
Independent Capital Management, Inc |
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| Title |
Financial Services Specialist |
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| Address |
770 Paseo Camarillo
Suite 130
Camarillo, CA 93010-6092
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| Work Phone |
(805)484-1011 x103 |
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| Fax |
(805)484-0420 |
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| Web Site |
www.icmfinancial.com |
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| Member Since |
8/2008
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Plato manages the wealth of business owners, top executives, high net worth families and individuals.
He guides business owners and executives to maximize savings for themselves and their key employees while lowering taxes.
He shows employers ways to optimize group benefits to increase value, build staff loyalty and retain highly valued employees.
He guides many of his clients to protect their hard-earned assets from market volatility through alternative vehicles.
His retired clients seek asset protection, reliability of retirement income with legacy planning and charitable gifting.
He works with a team of trusted advisors delivering coordinated supplemental solutions to best serve his clients.
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Plato Guerra is a Financial Services Specialist with ICM.
He is registered for Securities, Insurance in Life / Health / Long Term Care, and is a Certified Citadel Estate Planner.
Business Financial Services:
* Optimize entrepreneurial retirement plans
* Maximize tax-advantages for owners & key employees
* Optimize suitability of investment vehicles
* Deliver Group Life Insurance benefits
* Incorporate appropriate investment choices for corporate bonuses
Personal Financial Services:
* Optimize considerations to reach each client's goals
* Grow & protect wealth
* Implement a conservative foundation
* Participate in the market where suitable
* Deploy an income plan for emergencies and long-term needs
* Plan legacy distribution and tax reduction
Income For Life Strategies:
* Tailor reliability of income following a life changing event
* Combine low-risk choices, investments, and distribution choices to generate dependable income for life.
Independent Life Insurance Broker:
* Provide Term and Permanent Insurance benefits.
* Assist individuals and businesses with Disability, Life, and Long Term Care Insurance protection.
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Plato works with business owners, top executives, high net worth families and individuals.
His clients include business professionals, engineers, scientists, medical professionals, attorneys, accountants, bankers, teachers, and many other professionals. Some clients are in the entertainment industry.
Over 73% of his clients were referred by other trusted advisors and his clients.
Most of his clients want a good listener who answers their questions and empowers them to make prudent decisions to meet their goals. They also want regular updates of the performance of their assets.
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Highly successful entrepreneurs and business owners seek constructive ways to minimize taxes and maximize benefits for themselves and the highly valued employees they wish to retain in the long-term.
Entrepreneurs, business professionals, and families seek prudent long-term planning and implementation to avoid unnecessary risks, and meet goals under possibly different conditions and circumstances.
Some entrepreneurs and people in the entertainment business, have volatile income swings from very high extremes to low and sometimes quiet inflows.
At maturity, or retirement, some clients need their windfall, or their wealth, to be managed for a lifetime income that grows in payouts without running out of funds during their lives, possibly leaving a remaining legacy.
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Plato's office is in Camarillo, California. He advises and supports clients across California and is licensed in many other states.
Independent Capital Management has other offices across Southern California, Arizona, and Nevada.
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| Charities |
Various animal rights, environmental, and community services.
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Speaking/Teaching
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Various: Investment Training, Estate Planning, Life Insurance
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| Organizations |
FINRA / SIPC, Dept of Insurance CA, AZ, IN, OR, WA, and CCEP.
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| License Number |
CA Insurance License 0D66365
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