Danielle Luster has been President of Spectrum Planning & Advisory Services since September 2014, is a control person of the firm and directly owns between 25% and 50% of it.
Spectrum Planning & Advisory Services Inc. is a San Diego, CA firm with $236M under management, 229 clients and 4 advisers across 3 offices, as of its September 2026 filing.
Danielle Luster is Financial Advisor and Partner of Bamboo Wealth Strategies, based in San Diego, CA, and President of her advisory firm. She specializes in retirement and wealth planning.
Danielle Luster’s longest registration is the current one, 12 years at Spectrum Planning & Advisory Services since 2014. Before joining Spectrum Planning & Advisory Services in 2014, Danielle Luster was registered through Metlife Securities Inc.
- Bamboo Wealth StrategiesCurrent– present · 12 yearsSan Diego, CA · Adviser representative · Firm CRD 170093
- Metlife Securities Inc.– · 4 yearsSan Diego, CA · Adviser representative · Firm CRD 14251
Professional designations
Listed by Spectrum Planning & Advisory Services
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Danielle Luster is registered as an investment adviser representative in California, since August 2014.
- CaliforniaSince 29 August 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 20 October 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 June 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 August 1989 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Danielle Learene Luster
- CRD
- 1946873
- Firm
- Spectrum Planning & Advisory Services · CRD 170093
- Role
- President
- Office
- 3131 CAMINO DEL RIO NORTH, SUITE 750, San Diego, CA 92108
- Registration
- Investment adviser registration
- In the industry since
- October 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bamboowealthstrategies.com
Where does Danielle Luster work?
Danielle Luster has been President of Spectrum Planning & Advisory Services Inc. since September 2014, and is a control person of the firm.
Is Danielle Luster a financial advisor?
Yes. Danielle Luster has a current investment-adviser registration in California, through Spectrum Planning & Advisory Services since August 2014.
How many years of experience does Danielle Luster have?
Danielle Luster has 17 years in the financial industry, since October 2009, across 2 adviser firms.
What exams has Danielle Luster passed?
Danielle Luster has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in August 1989.
Where is Danielle Luster based?
Danielle Luster’s registered office is in San Diego, CA.
Is Danielle Luster registered with FINRA?
No. Danielle Luster has no current broker registration.
Is Danielle Luster a CFP?
Spectrum Planning & Advisory Services lists Danielle Luster with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
Source: Danielle Luster biography, bamboowealthstrategies.com
How can I verify Danielle Luster’s record?
Search CRD 1946873 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Danielle Luster’s full registration record.