Spencer Financial Planning, LLC
Spencer Financial Planning, LLC is a fee-only, fiduciary financial advisory firm located in Spokane, Washington, serving clients nationwide, but primarily in Washington and California.
We work with people to help them:
- make smart financial decisions,
- cultivate good habits with their money, and
- navigate the complexities of their finances.
We serve clients primarily in California and Spokane, Washington, specializing in helping Capital Group associates and retirees.
If you'd like to learn more, check out our website: Spencer Financial Planning
And if you're feeling adventurous, click here for a collection of short videos describing our process.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.