James Westermeyer Receives Prestigious Stuart Smith Award

James Westermeyer, Founding Managing Partner of Spectrum Wealth Partners, has received the Stuart Smith Award from the Northern California Regional Planning Office of LFA. This award symbolizes the embodiment of the LFA “Serve First” philosophy that James Westermeyer utilizes everyday with his clients; the philosophy of financial planning and approaching our clients with all the human understanding possible and with only one desire - the desire to do the best job we can for that client.

Westermeyer was presented the well-rounded financial planner award, as 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, lives out the philosophy and participates in joint work—a team player.

Press Release:

Spectrum Wealth Partners' James Westermeyer Receives Prestigious Stuart Smith Award

SAN RAMON, CA (March 2018) — James Westermeyer, Founding Managing Partner of Spectrum Wealth Partners and registered representative of Lincoln Financial Advisors Corp. (“LFA”), a broker-dealer (member SIPC) and registered investment advisor, has received the Stuart Smith Award from the Northern California Regional Planning Office of LFA. Westermeyer was presented the well-rounded financial planner award, as 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, lives out the philosophy and participates in joint work — a team player.

This award was created to honor Stuart Smith, a legendary manager who in 1947 formulated the philosophy that LFA continues to embody today, the philosophy of “Serve First,” the philosophy of financial planning and approaching our clients with all the human understanding possible and with only one desire: the desire to do the best job we can for that client.

“I’m pleased to present this award to a financial planner who has go ne above and beyond. He has mentored a junior financial planner jump start his career, while adding value to his own clients and focusing on their long-term care needs. Additionally, he’s volunteered his time on multiple national training and development calls to offer his insight and experienced voice to newer planners who are looking to continually improve,” said Bill Fortner, Divisional Vice President of the West Division of LFA.

Westermeyer joined the financial services industry in 1990, and co-founded Spectrum Wealth Partners, a premier fee-based financial planning and wealth management firm. He is a lifetime member of LFA’s prestigious The Resource Group for Top 200 Advisors within LFA., and currently serves on several professional development committees. He is a founding member of LFA’s The Business Intelligence Institute, member of the Financial Planning Association and gives back to numerous local and national charities, including: Beyond Differences, Youth Homes, Oklahoma State University, First Tee of Contra Costa, and youth sports charities like De La Salle and Clayton Valley Charter High School.

James Westermeyer can be reached at 800 S. Broadway, Suite 210, Walnut Creek, CA 94596 | 510-604-2241 | www.spectrumwealthpartners.com | www.linkedin.com/in/JamesWestermeyer