Brenda Friedlander dba Spectrum Financia is a Taxpros provider connected with Spectrum Financial Management, with profile facts listing an EA credential and tax services. The supplied website text describes the firm as offering integrated tax and wealth management services, with coordinated personalized solutions for client financial goals.

The firm’s process is described as beginning with goal setting through data gathering and questionnaires, including objectives, risk tolerance, investment time horizon, liquidity needs, and tax situation. Planning then focuses on an investment portfolio aligned with agreed objectives, with attention to tax consequences and fees.

Source material also describes account setup, trade processing, transaction follow-up, and ongoing review of investment accounts. The profile location facts list Petaluma, CA.