Spectrum Financial Management
Spectrum Financial Management (CRD# 127746) is a financial advisory firm headquartered in San Rafael, CA. They manage $127,354,075 in 129 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management127MILLION
Total Number of Accounts129ACCOUNTS
Average Account Value$987,241
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brenda Friedlander (CRD# 2351292) is an Investment Advisor Representative working at Spectrum Financial Management in San Rafael, CA and has over 24 years of experience in the finance industry. Brenda Friedlander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.