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Spectrum Wealth Management

Contact: Sheila Cardno, Wealth Advisor
Work 5925 Granite Lake Drive Suite 130 Granite Bay CA 95746 Work Phone: 916-761-9747 Website: Spectrum Wealth Management, Inc.

Biography

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After almost 20 years of experience in finance and marketing in the high-tech industry, Sheila established a financial planning practice built on her interpersonal and analytical skills. Sheila has been an investment advisory representative with LPL since 1998. A skilled presenter, Sheila has provided seminars for clients and various community organizations. With her background in the high-tech industry, she has developed an experience in stock option strategies and the tax consequences as well as retirement and income planning. Sheila believes in long-term relationships for long-term success.
Sheila is also involved in leadership roles in numerous community and professional organizations; the Financial Planning Organization of Northern California, the Women’s Fund of El Dorado and she was the founding member of the Professional Giving Circle of the Placer Community Foundation. She holds a M.Ed. from the University of Oregon and an MBA from the University of California, Berkeley. When not contemplating investment strategies, she is likely to be playing golf, skiing or biking.

Notes

At Spectrum Wealth Management our approach is to guide the implementation of your personal financial strategy by establishing realistic expectations. We will educate you on the financial solutions available to you and will thoroughly survey your complete financial picture including investments, retirement accounts, insurance products, real estate, partnerships, and estate plans. We will also collaborate with your other key advisors such as CPA’s, attorney’s, and other professionals. At Spectrum our goal is to provide you with a complete set of Wealth Management solutions.

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