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Keith Spencer
Cfp
Spencer Financial Planning, LLC - Spokane,WA
Hi, Im Keith.I love this stuff. The whole financial planning thing.After getting a degree in music (yeah, music), I worked at a leading investment management firm in Los Angeles for 18 years. But I had this itch all along that I wanted to o...... Show More
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About
Hi, Im Keith.I love this stuff. The whole financial planning thing.After getting a degree in music (yeah, music), I worked at a leading investment management firm in Los Angeles for 18 years. But I had this itch all along that I wanted to open my own financial planning firm at some point. I finally decided to pull the trigger to open my own firm in 2019, and here I am.Im now based in Spokane, Washington, but I work with clients virtually, so I can help people who live anywhere.Im a bit of a nerd when it comes to finances. I have so much fun with this topic and am honored to be able to help others with it. Money can be such a tough subject, so I love coming alongside people to help them navigate the questions they have, as well as the questions they dont know they should have.I started Spencer Financial Planning to empower people through financial health. Were a fee-only, fiduciary firm. We look out for our clients best interests and help them make fantastic money decisions.We serve clients primarily in California and Spokane, Washington, specializing in helping Capital Group associates and retirees."
Specialities
High Net Worth Client Needs
Investment Advice with Ongoing Management
Investment Advice without Ongoing Management
Middle Income Client Needs
Retirement Planning & Distribution Rules
Tax Planning
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FAQs
Here are some Frequently Asked Questions about Keith Spencer
What organization is Keith Spencer associated with?
Keith Spencer is associated with Spencer Financial Planning, LLC.
What is Keith Spencer’s work email address?
Keith Spencer’s professional email address is k***h@s********.com. You can also email Keith Spencer by clicking on the contact Keith Spencer.
Where is Keith Spencer based out of?
Keith Spencer’s primary location is Spokane, WA.
What is Keith Spencer's phone number?
Keith Spencer's phone number is (509) 213-1826
What is Keith Spencer's title??
Keith Spencer is a Cfp.
