# spectrumfinancialmgmt.com - **Website:** - **Primary alias:** `spectrumfinancialmgmt.com` ## Description 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. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idagNg54_8/w/1568/h/357/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790448132627) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Crail | #bf4644 | dark | | Powder Blue | #b3e0e5 | light | | Tory Blue | #134f92 | accent | ## Fonts - Cardo — asset _(google)_ - Cardo — asset _(google)_ --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._