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Financial planner's divison manager gets personal. (People).


Planning someone's finances can be a very personal matter, as Pamela Linderman, division manager of Independent Capital Management's Santa Monica Santa Monica (săn`tə mŏn`ĭkə), city (1990 pop. 86,905), Los Angeles co., S Calif., on Santa Monica Bay; inc. 1886. Tourism and retailing are important, and the city has motion-picture, biotechnology, and software industries.  office discovered when she was asked on a moment's notice to arrange living trusts for soldiers shipping out to war.

"Once people entrust you with their finances, you become involved in their lives," said Linderman, who handled 200 to 250 clients before becoming division manager.

"I have people who call me up to ask where they should take their cat to the vet," she said. "It's not the kind of relationship I expected to find going into this industry, but it's very fulfilling."

Linderman, previously senior district manager of the West L.A. office, was named division manager of ICM's new Santa Monica office and corporate headquarters.

Independent Capital Management, a financial services The examples and perspective in this article or section may not represent a worldwide view of the subject.
Please [ improve this article] or discuss the issue on the talk page.
 and development firm serving primarily individuals and small companies, started out in 1988. Clients range from those just starting their portfolios to others who have already retired.

ICM's typical clients are individuals or couples with a net household income of $150,000 a year. The company also works with small companies, managing 401(k) plans, implementing and monitoring their group health plans and designing and implementing cafeteria plans Cafeteria Plan

An employee benefit plan that allows staff to choose from a variety of benefits to formulate a plan that best suits their needs.

Also known as "cafeteria employee benefit plan" or "flexible benefit plan".
 that allow employees a choice of benefits, such as savings or health plans.

ICM ICM Intercom
ICM Integrated Crop Management
ICM International Congress of Mathematicians
ICM Information Classification and Management
ICM Intelligent Contact Management (Cisco)
ICM International Creative Management
 has 16 offices nationwide, the bulk in Southern California Southern California, also colloquially known as SoCal, is the southern portion of the U.S. state of California. Centered on the cities of Los Angeles and San Diego, Southern California is home to nearly 24 million people and is the nation's second most populated region, .

Linderman stressed the long-term relationships she has developed. In creating a college fund for a client's children, she knew she'd be sitting down with them in five or 10 years, so her performance--good or bad--will not be forgotten.

A Louisville, Ky. native, Linderman is married and has two children. Before joining ICM in 1999, she worked with steak and seafood seafood

Edible aquatic animals excluding mammals, but including both freshwater and ocean creatures. Seafood includes bony and cartilaginous fishes, crustaceans, mollusks, edible jellyfish, sea turtles, frogs, sea urchins, and sea cucumbers.
 chain Charthouse for 15 years, most recently as general manager.
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Article Details
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Author:Myerhoff, Matt
Publication:Los Angeles Business Journal
Article Type:Brief Article
Geographic Code:1USA
Date:Mar 24, 2003
Words:294
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