Bamboo Wealth Strategies

Danielle Luster is a CFP® with 16 years of industry experience, currently serving at Bamboo Wealth Strategies in San Diego, CA. She has been with Spectrum Planning & Advisory Services Inc., doing business as Bamboo Wealth Strategies, since 2014. Outside of her advisory role, she is an owner and corporate officer of Bamboo Insurance Services, focusing on fixed insurance sales. Bamboo Wealth Strategies serves individuals, businesses, trusts, estates, charitable organizations, and retirement plans with discretionary investment management and comprehensive financial planning. The firm constructs customized portfolios using low-cost ETFs and individual bonds, employing fundamental analysis and modern portfolio theory while emphasizing frequent personal contact and client-imposed investment restrictions.

Jeremy Martinson is a CFP® professional with over 23 years of experience in financial advising, currently serving as CFO at Bamboo Wealth Strategies. His work history includes roles at Sovran Advisors, Summacor Inc., Purshe Kaplan Sterling Investments, and Spectrum Planning & Advisory. Outside of financial services, he is CEO of Spectrum Consulting Group, a business providing bookkeeping and payroll services, and holds executive roles in medical device and AI software companies. He is also involved in several nonprofit organizations in the San Diego area, including serving as treasurer and board member for multiple charitable foundations. Bamboo Wealth Strategies serves individuals, businesses, trusts, estates, charitable organizations, and retirement plans, managing approximately $235 million for about 229 client relationships. The firm uses a primarily long-term, customized investment approach combining low-cost ETFs and individual bonds with tactical allocations, supported by fundamental analysis and modern portfolio theory. It also offers a unique network of affiliated operating entities that provide integrated implementation and back-office services.

Brentt Hoover is a CFP® with 22 years of industry experience, currently serving at Bamboo Wealth Strategies in Mechanicsburg, PA. He has been with Spectrum Planning & Advisory Services Inc. since 2014. Outside of his advisory role, he serves as treasurer for the Dartmouth Green Homeowners Association and the Hampden Township Volunteer Fire Company, and is a member of the Hampden Township Sewer and Stormwater Authority. Bamboo Wealth Strategies provides discretionary investment management and comprehensive financial planning to individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm constructs customized portfolios using low-cost, diversified ETFs and individual bonds, applying fundamental analysis and modern portfolio theory with an emphasis on frequent client contact and personalized service.

Chelsea Mieczkowski is a CFP® professional with four years of industry experience, currently serving as an advisor at Bamboo Wealth Strategies. She previously worked at Dyer Wealth Management for five years. Outside of her advisory role, she is involved with the San Diego Port Tenants Association, where she assists with bookkeeping and event planning. Bamboo Wealth Strategies manages roughly $235 million for individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, customized investment approach using low-cost diversified ETFs and individual bonds, supported by a network of affiliated service providers offering integrated back-office and implementation options.

Alin Wadhwa is a financial advisor with Bamboo Wealth Strategies in San Diego, holding a Series 65 credential. He has experience working with multiple firms including Sovran Advisors, Spectrum Consulting Group, and SummaCor, Inc., a medical startup where he supported device testing and accounting functions. Outside of advisory roles, he is involved in a consulting firm serving primarily medical clients with accounting, payroll, and corporate services. Bamboo Wealth Strategies is an SEC-registered adviser serving individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm focuses on customized portfolios using low-cost ETFs and bonds, applying fundamental analysis and modern portfolio theory, with an emphasis on frequent client contact and interactive planning tools.