spectrumfinancialmgmt.com
@spectrumfinancialmgmt.com
At Spectrum Financial Management, listening is the bedrock of all our client relationships. Through active listening our team is able to better understand your specific goals. Through our integrated financial services, we coordinate personalized solutions that maximize opportunities while managing risks and minimizing taxes.
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spectrumfinancialmgmt.com's Brand Colors
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Color name
RGB
HSL
CMYK
#134F92
Tory Blue
19, 79, 146
212, 77, 32
87, 46, 0, 43
#B3E0E5
Powder Blue
179, 224, 229
186, 49, 80
22, 2, 0, 10
#BF4644
Crail
191, 70, 68
1, 49, 51
0, 63, 64, 25
About spectrumfinancialmgmt.com
Spectrum Financial Management is a financial services firm based in San Rafael, California, serving clients through an integrated approach to investment management, financial planning, and tax services. The firm begins by listening to clients and learning about their goals, risk tolerance, time horizons, liquidity needs, and tax situations. It uses this information to develop personalized strategies intended to help clients pursue their objectives while managing risk and considering tax efficiency.
Spectrum’s services include custom investment portfolio design and management, financial planning for people in pre- or post-retirement, and coordinated tax planning and preparation. Its process covers goal setting, planning, account implementation, ongoing investment monitoring and rebalancing, and annual reviews of investment performance and financial and tax considerations. The team also considers the fees and potential tax consequences of recommendations.
The firm is led by principal Brenda Friedlander, CFP® and EA, and includes financial advisor and tax preparer Lauren Friedlander, CFP® and EA, alongside operations and office management staff.
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Finance
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