A complete list of active advisors currently associated with Bamboo Wealth Strategies

Warmer can help you find a great advisor at Bamboo Wealth Strategies or one who fits your needs even better.

Bamboo Wealth Strategies (Spectrum Planning & Advisory Services Inc., d/b/a Bamboo Wealth Strategies and Better Planning) provides discretionary investment management and financial planning to individuals, high net worth clients, businesses, trusts, estates, charitable organizations and retirement plans. Services include customized portfolio construction and ongoing supervision as well as one‑time or ongoing financial planning engagements and retirement plan advisory services. The firm typically pursues a long‑term, client‑specific approach, building diversified portfolios centered on low‑cost ETFs and individual bonds (with allocations that may include precious metals and commodity ETFs and select sector or niche exposures) and monitoring accounts through regular client contact. Bamboo Wealth offers both fixed‑scope and ongoing planning (with client access to interactive planning tools) and will implement discretionary trading and rebalancing to align portfolios with stated goals and risk tolerance. Compared with many peers, Bamboo Wealth has several affiliated businesses and service lines that are disclosed and available to clients: an affiliated bookkeeping/accounting and consulting business, an affiliated SEC‑registered investment adviser, and principals who are licensed to transact in real estate and insurance products. The firm also provides ERISA 3(38) retirement plan fiduciary services; these affiliations and additional service capabilities are disclosed in its brochure and the firm notes clients are not required to engage affiliated providers.

To learn more about the advisors currently working at Bamboo Wealth Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Bamboo Wealth Strategies's office locations.

Name	Location	Years of experience
Brentt Hoover	Mechanicsburg, PA	22
Danielle Luster	San Diego, CA	17
Jeremy Martinson	San Diego, CA	23
Chelsea Mieczkowski	San Diego, CA	4
Alin Wadhwa	San Diego, CA	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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