Julie Brim is a financial advisor at Spiegelman Wealth Management, Inc. in Walnut Creek, CA, with 24 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and Northwestern Mutual in various capacities over a combined 18 years. Spiegelman Wealth Management, Inc. provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm employs fundamental analysis and client-specific asset allocation guidelines across a mix of mutual funds, ETFs, individual stocks, and bonds.

Adam Spiegelman is a CFP® with 25 years of experience in the financial services industry. He is a principal at Spiegelman Wealth Management, Inc. and has prior experience at Commonwealth Financial Network and Northwestern Mutual in various roles spanning over a decade. Spiegelman Wealth Management, Inc. provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm manages portfolios using mutual funds, ETFs, stocks, and bonds based on fundamental analysis and client-specific asset allocation.

Arabelle Rachel Restauro is a financial advisor at Spiegelman Wealth Management, Inc. in Walnut Creek, CA, holding a Series 66 designation with 19 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Adam Spiegelman, and Northwestern Mutual Wealth Management Company. Spiegelman Wealth Management, Inc. offers personalized investment management and financial planning to individuals, trusts, foundations, retirement plans, and corporations. The firm uses a combination of mutual funds, ETFs, individual stocks, and bonds guided by fundamental analysis and client-specific asset allocation.