Retirement and Wealth Management

Get the Confidence You Deserve

We are Spectrum Asset Management. For more than 30 years, we’ve worked with over 350 families to create clarity, confidence and peace of mind around their wealth. With over $500m assets under management, we have the expertise and experience you need.

Our Team

Executive Vice President

Call (808) 740-5648
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Principal and Senior Portfolio Manager

Call (949) 717-3400
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Executive Vice President

Call (949) 717-3400
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Research & Financial Planning Associate

Call (949) 717-3400
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Vice President of Client Relations

Call (949) 717-3400
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COO, Senior VP Research

Call (949) 717-3400
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Research Analyst/Portfolio Manager

Call (949) 717-3400
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CIC, Principal

Call (949) 717-3400
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Portfolio Administrator

Call (949) 717-3400
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Executive Assistant

Call (949) 717-3400
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Of Counsel

Call (949) 717-3400
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