Spiegelman Wealth Management, Inc.

Julie Brim is a financial advisor at Spiegelman Wealth Management, Inc. in Walnut Creek, CA, holding Series 63 and Series 66 licenses with over 22 years of industry experience. She previously worked at Commonwealth Financial Network for seven years and Northwestern Mutual Wealth Management Company for eleven years. Spiegelman Wealth Management provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm manages portfolios using a mix of mutual funds, ETFs, individual stocks, and bonds, with a focus on fundamental analysis and offers both discretionary and non-discretionary account management.

Adam Spiegelman is a CFP® with 25 years of experience in financial services. He is the principal advisor at Spiegelman Wealth Management, Inc. in Walnut Creek, CA, and previously worked at Commonwealth Financial Network and Northwestern Mutual in various capacities. Spiegelman Wealth Management provides personalized investment management and financial planning to individuals, trusts, foundations, retirement plans, and corporations. The firm manages client accounts primarily on a discretionary basis, using fundamental analysis to guide investment decisions across mutual funds, ETFs, stocks, and bonds, with attention to tax considerations.