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Keith Spencer (CFP®)

Keith Spencer focuses in the
following client markets or areas of practice:

  • 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

Additional Information

Hi, I'm 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.

I’m now based in Spokane, Washington, but I work with clients virtually, so I can help people who live anywhere.

I’m 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 don’t know they should have.

I started Spencer Financial Planning to empower people through financial health. We’re 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.

On a personal level, a few things I love: - My wife and kids, foster care, adoption - Financial planning, reading - The Salvation Army, church - Music, playing bass guitar - Watching baseball, playing fantasy baseball, ping-pong - Eating (sometimes too much), using bullet points - Disneyland, Hawaii, the beach, travel

NAPFA Start Date

July 07, 2020

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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.
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Visit Website Download vCard
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.

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This Office

6801 W Flightline Blvd Ste 19539 Spokane, WA 99219-0036 Phone: (509) 213-1826
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