Diablo Magazine January 2015 : Page 53

| special adver tising section | SPECTRUM WEALTH PARTNERS Holistic Financial Planning From left to right: Lisa Shinhira, James Westermeyer, Julie Hernandez, Mike Lemas 3000 Executive Parkway, Suite 400, San Ramon (925) 659-0241, www.spectrumwealthpartners.com As a founding partner of premier fee-based financial advisory firm Spectrum Wealth Partners, James Westermeyer has worked closely with business owners, executives, and affluent families for over 20 years. Westermeyer focuses on a comprehensive approach to his clients’ goals and objectives, and covers all areas, including estate, investment, charitable, financial, and business succession planning. Using a holistic financial planning approach, he is able to integrate all aspects of a family’s individual situation to create a unique plan and implement the necessary strategies. With offices in San Ramon and San Francisco, Westermeyer and his staff are able to provide an elite level of customer service, and are devoted to creating a personal and meaningful client experience. James Westermeyer CA Insurance License # 0C17637 is a registered representative of Lincoln Financial Advisors Corp. Spectrum Wealth Partners is 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. CRN1075690-120914 DIABLO 53 DIABLO PROFILES / FINANCE

Previous Page  Next Page


Publication List
Using a screen reader? Click Here