We learn about what is important to you and provide customized advice to form a relationship that fits your needs.

Meet our Operations Manager 
Laura Camarillo
 

At Bamboo Wealth Strategies
we don’t try to be everything to everyone. 
A high level of trust and engagement is needed for a successful relationship. 

It’s important to you, and it’s important to us, that we are a good fit for each other. 

Our clients are good at what they do.
They are focused on personal
and professional growth. 
They have interests in addition to
career and family. 
They have connections to their community and to the world beyond. 
They believe in giving back. 

Their time is important
and they value professional advice. 
Our clients understand that our relationship is about more than finances. 
It’s about their quality of life.

 
 

Bamboo Wealth Strategies

3131 Camino Del Rio North | Suite # 1000

San Diego, CA 92108

Tel: 619.289.9675

Fax: 619.289.9672

Access your own personal financial planning web site where most information is updated daily, providing you with a real-time snapshot of your financial life.

We use Blueleaf to provide a simplified view of your investment accounts and to share information with you electronically. 
 

Trouble logging in?

Contact us:
info@bamboowealth.com
(619) 289-9675

Download monthly statements, tax documents, view trade confirmations, balances, positions, and history for all of your accounts custodied at TD Ameritrade.
 

 

Spectrum Planning & Advisory Services Inc. d/b/a Bamboo Wealth Strategies (the "Advisor") is a Registered Investment Advisor ("RIA"), in the state of California.
The Advisor provides investment management and financial planning services for clients nationally. Advisor will register and maintain all applicable licenses as required by the various states in which the Advisor conducts business, as applicable. The Advisor renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

 

This web site is intended to provide general information about the Advisor. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.

 

Market data, articles and other content on this web site are based on generally available information and are believed to be reliable. The Advisor does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

 

The Advisor will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and Part 2B (“Brochure Supplement”) for each advisory person supporting a particular client. The Disclosure Brochure and Brochure Supplement are updated at least annually and available upon request.
You may also obtain a copy on the SEC website at http://adviserinfo.sec.gov.

The Advisor may utilize third-party websites that include social media websites, blogs and other interactive content. The Advisor considers all interactions with clients, prospective clients, and the general public on these sites to be advertisements under the securities regulations. As such, the Advisor may retain a copy of information that Advisor or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Advisor and applicable regulators.

 

Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by the Advisor’s advisory persons after entering into an advisory or planning agreement and provided the Advisor with all requested information about your background.

 

If you have any questions regarding these disclosures, please Contact Us.