Registered Investment Advisor

SPAHR FINANCIAL GROUP LLC (SFG LLC) is a Registered Investment Advisor with the State of California , providing investment advisory and portfolio management services. SFG LLC specializes in index and passive investment management, primarily deriving its investment strategy from Modern Portfolio theory and Efficient Market theory, and utilizes Indices, ETF's, Mutual Funds, as well as Individual Equities & Bonds. We have a long track record of commitment to our clients. By providing quality portfolio construction and asset allocation programs we help investors achieve their goals.

Professional Investment Advice

SPAHR FINANCIAL GROUP LLC provides advisory services to Individuals, Trusts, Corporations, Private and Public Institutions. Advisor will generally provide investment advice to the following types of account registrations including but not limited to: Individuals, IRA, SEP-IRA, Simple-IRA, 401(k), UTMA/UGMA, Pension/Profit Sharing Plans, Qualified Retirement Plans, Charitable Organizations, Corporations or other business entities.

SFG LLC primary goal is to provide the opportunity to achieve the best risk-adjusted return for each Client. Advisor accomplishes this by reviewing both written and verbal risk data survey which includes but is not limited to time horizon, risk tolerance, age, projected retirement, financial position, annual income, cash flow analysis. After discovery and current client position have been reviewed, Advisor will complete the Investment Policy Statement design, construct and implement diversified asset allocation portfolio model using Modern Portfolio Theory techniques, provide ongoing monitoring, review and annual rebalance.

Officer Profile Brian L. Spahr, is the President and Founding Principal of SPAHR FINANCIAL GROUP LLC. He holds a current designation as a Certified Financial Planner from the Board of Standards. He has successfully completed several NASD and state registration examinations: General Securities Registered Representative exam (Series 7), Registered Principal (24), Registered Options Principal (Series 4), Uniform Securities Agent State Law Examination (Series 63). He is licensed with the State of California as a Resident Insurance Producer for Life Agent and Variable Contracts, and with the State of Florida as a Non-Resident Insurance Producer for Life Agent and Variable Contracts; and is a Member of the NASD Board of Arbitrators. He is experienced in Comprehensive Financial planning since 1992 and has over 16 years of portfolio management experience including Trusts, Estates, Retirement, Custodian, and Individual accounts.

Brian L. Spahr is licensed as a Resident Insurance Producer for Life Agent and Variable Contracts with the State of California . Brian L. Spahr also has multiple appointments with various insurance companies for clients requiring coverage for Insurance planning (Life, Health, Disability Income, Group Health Insurance, etc.), and other ancillary services. For any services or transactions for the above referenced Insurance or Investment products, not being transacted through Spahr Financial Group LLC, Brian L. Spahr may be paid a commission or depending on scope of services a fee.
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Brian L. Spahr, CFP® - Certified Financial Planner tm
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NAME: Brian L. Spahr, CFP®
CFP® PRACTIONER: CFP® certificant indicated to the CFP Board and that he is a practicing planner
COMPANY NAME: SPAHR FINANCIAL GROUP LLC
BUSINESS ADDRESS: 18682 Beach Blvd. Ste. 235, Huntington Beach CA 92648
PHONE NUMBER: (714) 963-5000
CERTIFICATION STATUS: Certified
CERTIFICATION DATE: 02/01/2001 through 02/28/2011