WALNUT CREEK, CA – September, 2020 — For the 14 th consecutive year, James Westermeyer, Partner/Family Wealth Advisor at Spectrum Wealth Partners and registered representative of Lincoln Financial Advisors Corp., was selected to join The Resource Group (TRG)1, an invitation-only, nationwide network of the top 200 planners within LFA. James is a Lifetime Member of TRG.
The goal of TRG is to collaborate, share intellectual capital – including financial planning expertise, resources, networking opportunities, and practice management strategies – to help drive practice development among advisors and provide industry-leading service to clients.
TRG is comprised of committees which deliver ideas and actions critical to the success of LFA advisors and their business. James will again serve as a Board Member of the Marketing Committee in 2020, responsible for social media and advisor marketing.
With more than 20 years in the financial services industry, James was a founding partner of Spectrum Wealth Partners in 2012. Prior to joining Spectrum, James served as a Private Wealth Advisor with Sagemark Consulting2 from 1997 to 2012. James is part of the Financial Planning Association, Business Intelligence Institute3, Estate Planning Council, and Million Dollar Round Table4 associations. He is also a Premier Partner5 with Lincoln, and a Legacy Certified Advisor. In March of 2018, James was awarded the prestigious Stuart Smith Award6 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 every day. James attended Oklahoma State University in Stillwater, Oklahoma. He holds a Bachelor of Science Degree in Accounting and Finance, along with his Series 7, Series 24, and Series 63 licenses.
James Westermeyer’s office is located at 800 S Broadway, Suite 210, Walnut Creek, California.
1 The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisor.
2 An internal Lincoln Financial Network organization of top planners.
3 Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.
4 The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 49,500 of the world’s leading life insurance and financial services professionals from more than 500 companies in 70 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. Membership is required to achieve this status. We were independently nominated. There are no fees for the nomination, receipt or promotion of the award.
5 Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.
6 This is an internal Lincoln Network organization award.