Spectrum Wealth Partners Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

The partners and staff at Spectrum Wealth Partners are dedicated to helping clients create a custom financial plan tailored to meet their personal goals and objectives.  With offices located in Alamo, Petaluma, San Ramon, San Francisco, and Walnut Creek, California, as well as satellites across the country, we stand ready to provide affluent families, professionals, executives, and business owners with the full continuum of advisory services.  From retirement planning to investment management, estate planning to business succession, our expertise, resources and working style are devoted to creating a meaningful client experience.

Associates of Spectrum Wealth Partners are registered representatives of Lincoln Financial Advisors Corp. 
Spectrum Wealth Partners, an independent firm.  Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. CRN1931769-102417

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