Bamboo Wealth Strategies

Danielle Luster is a CFP® with 16 years of industry experience, currently serving at Bamboo Wealth Strategies in San Diego, CA. She has been with Spectrum Planning & Advisory Services Inc., doing business as Bamboo Wealth Strategies, since 2014. Outside of her advisory role, she is an owner and corporate officer of Bamboo Insurance Services, focusing on fixed insurance sales. Bamboo Wealth Strategies serves individuals, businesses, trusts, estates, charitable organizations, and retirement plans with discretionary investment management and comprehensive financial planning. The firm constructs customized portfolios using low-cost ETFs and individual bonds, employing fundamental analysis and modern portfolio theory while emphasizing frequent personal contact and client-imposed investment restrictions.

Jeremy Martinson is a CFP® professional with 23 years of industry experience. He is currently affiliated with Bamboo Wealth Strategies and Sovran Advisors, LLC, serving as president and chief compliance officer of the latter. In addition to his financial advisory roles, Martinson is chief executive officer of Spectrum Consulting Group, Inc., which provides bookkeeping and payroll services, and holds executive positions in medical device and medical AI software companies. He is also active in nonprofit organizations, including serving as treasurer or officer for several local foundations and commissions in La Mesa, CA. Bamboo Wealth Strategies is an SEC-registered advisory firm that serves individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, utilizing low-cost diversified ETFs and bonds with a focus on fundamental analysis and modern portfolio theory, while accommodating client-imposed investment restrictions and maintaining frequent personal contact.

Brentt Hoover is a CFP® with 22 years of industry experience, currently serving at Bamboo Wealth Strategies in Mechanicsburg, PA. He has been with Spectrum Planning & Advisory Services Inc. since 2014. Outside of his advisory role, he serves as treasurer for the Dartmouth Green Homeowners Association and the Hampden Township Volunteer Fire Company, and is a member of the Hampden Township Sewer and Stormwater Authority. Bamboo Wealth Strategies provides discretionary investment management and comprehensive financial planning to individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm constructs customized portfolios using low-cost, diversified ETFs and individual bonds, applying fundamental analysis and modern portfolio theory with an emphasis on frequent client contact and personalized service.

Chelsea Mieczkowski is a CFP® professional with three years of industry experience, currently serving as an advisor at Bamboo Wealth Strategies. She previously worked at Dyer Wealth Management and has been involved with the San Diego Port Tenants Association for over a decade, where she contributes to special projects and accounting. Bamboo Wealth Strategies is an SEC-registered firm that provides comprehensive financial planning and discretionary investment management to individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm focuses on customized portfolios using low-cost, diversified ETFs and individual bonds, applying fundamental analysis and modern portfolio theory.

Alin Wadhwa is a financial advisor with Bamboo Wealth Strategies in San Diego, holding a Series 65 credential. He has experience working with multiple firms including Sovran Advisors, Spectrum Consulting Group, and SummaCor, Inc., a medical startup where he supported device testing and accounting functions. Outside of advisory roles, he is involved in a consulting firm serving primarily medical clients with accounting, payroll, and corporate services. Bamboo Wealth Strategies is an SEC-registered adviser serving individuals, businesses, trusts, estates, charitable organizations, and retirement plans. The firm focuses on customized portfolios using low-cost ETFs and bonds, applying fundamental analysis and modern portfolio theory, with an emphasis on frequent client contact and interactive planning tools.