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19701 Fairchild
Irvine, CA 92612
(949) 608-2900
19701 Fairchild
Irvine, CA 92612
(949) 608-2900
CONSOLIDATED ANALYTICS carries on a tradition of providing unsurpassed real estate appraisal management and collateral valuation services to the financial industry. CONSOLIDATED ANALYTICS offers national real property, data compilation services that combine our proprietary systems compiled with various data providers on a backend request to provide users the most advanced industry products and credible, all-inclusive solutions. CONSOLIDATED ANALYTICS is committed to providing the most accurate appraisal tools and the fastest turn-around times in the industry via a user-friendly, web-based interface combining technically advanced real property risk and valuation models. We are dedicated to innovation and constantly deploying enhancements to our technological offerings. CONSOLIDATED ANALYTICS provides a simple to navigate, web-based interface to provide superior real estate appraisal services; users will be offered an extensive menu of real property risk and valuation analysis products through a powerful online platform. Our team of legal and real estate professionals constantly reviews applicable rules and standards to guarantee compliance with all government regulations. CONSOLIDATED ANALYTICS delivers the most conclusive, innovative and credible industry specific instruments. Our applications combine a specialized blend of the best products and services to deliver the most cutting edge value relief and risk analysis reporting.
Paul Wickstrom is a Licensed Mortgage & Real Estate Broker with over 15 Years Experience. Vast Market & Product Knowledge with Access to the Most Competitive Programs & Resources for Residential Real Estate Transactions. High Ethical Standards Focused on Creating and Maintaining Life-Long Client & Investor Relationships through Unmatched Customer Service and Dedication. Specialties: Customer Satisfaction, In-Depth Market & Product Knowledge, Real Estate Investment Counseling, Broker AND Direct Lender with over30 Banks, Lenders & Private Investors Offering the Best Rates on All Programs Available, Credit Repair, Short Sale Facilitator BRE# 01704569 NMLS# 330789
1401 Dove Street, Suite 430 Newport beach, CA 92660 Independent Capital Management, Inc.®, ICM®, is an independent full-service financial consulting and management firm, dedicated to helping our clients build wealth and preserve their hard-earned assets. Staffed by a team of experts with various financial disciplines, ICM® offers a wide range of well-known products and services as it effectively guides clients through even the most complex financial situations. We recommend only those products and services that can be tailored to suit our clients' unique needs. Disclosures: Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc.® a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management® (ICM®). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM®. ICM® is a separate company from SagePoint Financial, Inc. This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, MD, MA, MI, MN, MO, MT, NV, NH, NJ, NM, NY, NC,OK, OR, PA, RI, TN, TX, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. http://www.finra.org/ http://www.sipc.org/
Securing the American Dream! Relentless pursuit of making home ownership possible. We are a partner you can count on to make home financing process easy with open, honest, and straightforward communications. Our word is our bond. We are dependable, proactive problem solvers - earning the trust of millions of satisfied Customers.
An expert speaker and 30 year veteran of the financial services industry, Cathy is dedicated to providing comprehensive, highly personalized, wealth management, estate, retirement, and business strategies for business owners, individuals, and women in transition. Cathy was inspired to become a financial advisor while in college after helping her mother make financial decisions following the sudden death of her father. Cathy went on to become a Certifi ed Financial Planner™ practitioner, Certifi ed Long Term Care Specialist, and is now a frequent speaker on financial topics throughout the community. Cathy has built a thriving practice over her 25 year tenure at Tax & Financial Group in Newport Beach. Cathy truly enjoys helping people gain sense of security that comes with feeling in control of their financial situation. On a personal note, Cathy has had a fabulous 25 year marriage with her husband Pat and is surviving the experience of having two children in college. She enjoys gardening, spoiling her animals, and giving back to the community through participation in multiple charities. Cathy L Fitzpatrick (CA Insurance License 0809126) is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Tax & Financial Group is independently owned and operated.1244318, DOFU 07.15
Mandy Haack is the Senior Investment Specialist at Tax & Financial Group (TFG). She specializes in developing investment strategies and proposals, investment rebalancing, research and client relationship management. She also has extensive technical experience with investment analysis through Bloomberg and Morningstar Workstation, reviewing portfolio optimization and security overlap. Mandy graduated with honors from California State University, Long Beach, earning her Bachelor of Science Degree (B.S.) in Business Administration with a concentration in Financial Management and Investments. She is an Accredited Investment Fiduciary (AIF®) an industry recognized designation focused on understanding the prudent practices of investment fiduciaries. Mandy holds both the Series 7 and 66 securities registrations and is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Outside of TFG, Mandy supports many local charities, including the San Clemente Junior Woman's Club and the American Red Cross. In her free time, she enjoys running, hiking and reading. Mandy currently resides in San Clemente, California. Mandy Haack, AIF (CA Insurance License # 0I90896) is a registered representative and investment advisor representative of Securian Financial Services, Inc. Member FINRA/SIPC. Tax & Financial Group is independently owned and operated. 671616, DOFU 05/13