David Aquino Lumiqued has recently opened our West Covina branch office and has been with Independent Capital Management, Inc. since 1996. David is an owner and also serves on ICM’s Board of Directors. He is a Registered Principal with Osaic Wealth Inc. David is also a Notary Public for the state of California and Licensed Life Agent. In addition, he is a Certified Citadel Estate Planner and offers Real Estate and Home Loan Services through ICM Lending. David is Series 7, 6, 63, 24, 26, 51, 65, Life and Health Licensed.
Prior to opening the West Covina office, David was a Top Producer and Senior District Manager in ICM’s West Covina (1996-2001) and Torrance (2001-2002) branch offices. David developed clients and representatives in to the Financial Services Industry and primarily works on a Referral basis. David opened the Pasadena Branch office and ran it from (2002-2017) before opening ICM’s West Covina office in October 2017. He feels like he has come full circle in this business and is Happy to be closer to home.
David Aquino Lumiqued, was born in Los Angeles, and graduated from Rosemead High School. He attended the University of the Pacific (UOP) and St. Mary’s College (SMC) in Moraga, CA. David earned a Bachelor’s of Science degree in Business Administration in 1995. While at UOP and SMC, David started all four years in Intercollegiate Division I-A and Division II football. Currently, David participates in Adult Basketball (El Monte) and Flag Football (Chino/Diamond Bar) leagues. Being part of a TEAM, like in SPORTS, is important to building a Successful Business and Career. David was also the recipient of the Young Achievers award from the Filipino-American Lyons club.
David specializes in helping individuals, businesses and families with all aspects of financial planning. Those aspects include Retirement, College Funding, saving for a home. Additionally, he provides insurance Services, Real Estate and Home Loans plus Estate Planning. David’s focus is to provide a Full Financial Plan that helps clients prepare for all financial needs.
Ca. Insurance # 0B61333