Our Team

Our Team

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern, or need, please let us know.

Adam D. Spiegelman, CFP®, CLTC

Wealth Advisor

Telephone: (925) 385-6201

Adam has a bachelor’s degree from UCLA with a focus on finance. He has more than 15 years of experience in the financial industry, initially starting his career at Franklin Templeton in different areas of the company. An avid traveler and fluent Spanish speaker, Adam honed his international financial skills by moving to Madrid, Spain, and then to Edinburgh in the United Kingdom.

He is involved with the nonprofit organization Amigos de Las Americas (fall 2014) and NAIFA. A Million Dollar Roundtable qualifier, Adam spends his free time working out, camping, vacationing, and, most important of all, spending time with his wife, Robin (married 12 years), and his children: Noah (age 10), Eli (age 8), and Simon (age 6).

Adam has his FINRA Series 7, 63, and 65 securities registrations, has a long-term care insurance license, and holds his Certified Financial Planner™ (CFP®) certificate. He is an active member of the following professional organizations:

National Association of Insurance and Financial Advisors (NAIFA)

Million Dollar Round Table (MDRT)

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit https://www.mdrt.org/.

Julie L Brim

Wealth Management Associate

Telephone: (925) 385-6202

How can Julie help you?

  • She assists in strategic portfolio management
  • She conducts brokerage, advisory, and direct-to-fund trading 
  • She can assist you with deposits and withdrawals, asset transfers, and account paperwork
  • She coordinates with accountants on tax-time questions
  • She services all existing investment accounts

Arabelle V Restauro

Wealth Planning Associate

Telephone: (925) 385-6203

How can Arabelle help you?

  • She develops your personal planning analysis and retirement projections
  • She opens and processes new investment accounts
  • She can assist in opening state-specific 529 accounts
  • She can assist in brokerage, advisory, and direct-to-fund trading
  • She can assist with deposits/withdrawals, asset transfers, and account paperwork
  • She can assist in servicing all existing investment and insurance accounts
  • She can assist in creating your online viewing profile, electing paperless delivery options, and navigating the client website