You Can Flip The whole Page , it's a new Advertising Technique invented by Flippy

Partners

William C. Roland

Partner

Phone

707.789.0642

Email Address

William.Roland@lfg.com

Peter Waldron's profile on LinkedIn

William Roland, a partner at Spectrum Wealth Partners, has been providing clients with financial advice since 1988, when he started his career at MetLife. In 1992, William joined Lincoln Financial Advisors with the desire to help business owners, professionals, and executives meet their financial goals. William specializes in working with privately held business owners to develop a comprehensive plan fully integrating the client’s business succession strategy, wealth management, and estate plan. His years of experience have taught him that helping his clients develop a team of advisors from planning, legal, accounting, investment, and insurance is integral to providing them with the best strategies and implementation.

William has been helping clients achieve their business succession and wealth management objectives for over 25 years in the San Francisco Bay Area. William is a Million Dollar Round Table qualifier – with “Top of the Table” status, ranking him in the top one-half of one percent of all financial professionals in the industry (qualifying in 2016, 2017 and 2018)** – and a member of The Resource Group, an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors. William was born and raised in Michigan and attended Western Michigan University, studying business, finance, and German language studies.

**To qualify for the Top of the Table, members must meet a certain level of premium, commission or income during the year. For details please visit http://bit.ly/2eFx0ex

 

Peter T. Waldron

Partner

Phone

925.786.7686

Email Address

Peter.Waldron@lfg.com

Peter Waldron's profile on LinkedIn     

Peter Waldron is a Partner at Spectrum Wealth Partners, and is affiliated with Sagemark Consulting, a division of the Lincoln Financial Advisors Corp. as a registered investment advisor. His practice specializes in working with Technology Executives and small business owners on their planning needs and focuses on the areas of Estate, Investment, Retirement and Tax Planning.

With more than 10 years in the financial services industry, Peter co-founded Spectrum Wealth Partners in 2012. Prior to Spectrum Wealth Partners, Peter served as founding partner with Waldron Wealth Advisors from 2004 to 2011.

Peter delivers objective, strategic and prudent advice to help his clients accumulate, retain, and transfer wealth. Peter creates customized, comprehensive financial plans helping his clients identify their key objectives to help them reach their financial goals. Peter then takes the plan and ensures he communicates and strategizes with his clients’ other advisors. This provides coordination between all of the advisors and to ensure continuity in the client’s financial plan. Peter’s creative expertise and commitment to his client relationships has fostered the growth of his clientele.

Peter was selected to join The Resource Group(TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors (LFA), and he is currently working with the Practice Management Committee and Investment Committee within TRG. He is a LFA National Conference Presenter. Peter has earned multiple LFA awards, which includes Planner of the Year* in 2012.

Peter T. Waldron earned a Bachelor of Arts Degree in History with a minor in Economics from Colorado State University in Fort Collins, Colorado. Currently, Peter’s family of 7 resides in San Ramon. He and his wife spend their personal time with their 5 children. He was born in Montclair, New Jersey and grew up in Contra Costa County where he continues to serve his community through his active philanthropy with Disney Element School Education Fund.

*An internal award based on sales and good regulatory standing.

 

James R. Westermeyer

Partner

Phone

510.604.2241

Email Address

James.Westermeyer@lfg.com

James Westermeyer profile on LinkedIn   

James Westermeyer, Family Wealth Advisor and Managing Partner at Spectrum Wealth Partners, coaches his clients to success by helping them make the best decisions possible regarding their wealth. In particular, he helps clients identify and implement strategic and creative solutions to addressing estate, business succession, and investment planning challenges and opportunities. These solutions help enable his clients to keep what they accumulate, conserve and protect their wealth, and distribute their assets with a focus on reducing taxes and complexity.

James graduated from Oklahoma State University in Stillwater, Oklahoma, in 1984 with Bachelor of Science degrees in both Accounting and Finance. In addition to being a member of the Financial Planning Association, Estate Planning Council, and Million Dollar Round Table1, he is a frequent speaker at financial planner gatherings. He is an Advanced Select Planner2 with Sagemark Consulting Private Wealth Services3 and is also a member of The Resource Group4 and Premier Partners5. James is also a Legacy Certified Advisor. James was voted Planner of the Year6 for both 2000-2001, and New Organization Associate upon joining Lincoln Financial Advisors in 1997. James frequently works with many local charities, including The Giving Exchange, Beyond Differences, Crisis Support Services, and Hope Hospice.

In March of 2018, James was awarded the prestigious Stuart Smith Award7 from the Northern California Regional Planning Office of LFA. This award symbolizes the embodiment of the LFA "Serve First" philosophy that James utilizes with his clients everyday. Click here to read the full press release

1 To qualify for the a MDT lifetime membership, a representative must achieve a certain level of premium, commission or income over the course of 10 years. For details please visit
2 Internal recognition based on sales as well as good standing with the firm and FINRA.
3 An internal Lincoln Financial Network organization of top planners
4 The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisor
5 Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.
6 An internal award based on sales and good regulatory standing.
7 This award is presented to the ‘well-rounded planner’, someone who is community-minded, open to learning, leads a balanced life between professional and personal commitments, someone who epitomizes the core values of LFA and the Western Division, lives out the philosophy and participates in joint work — a team player.