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Rand Spero (CFP®, M.Ed., MBA)

Rand Spero focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

Rand Spero is President of Street Smart Financial LLC, a financial planning and investment management firm based in Lexington, Massachusetts. He has a background in corporate strategic planning, economics, marketing, and psychology which provides a unique multi-disciplinary approach to financial matters.

 

His academic credentials include a Master’s degree in organizational behavior from Harvard University, and MBA degree in strategic planning from UCLA, and an undergraduate honors degree in psychology from Vassar College.  He successfully completed the financial planning program from Boston University and is a board designated CERTIFIED FINANCIAL PLANNER™ professional.

 

Rand conducts financial planning workshops for organizations such as the Tufts University Osher Lifelong Learning Institute and Massachusetts General Hospital. He has taught numerous courses in Service Marketing and Competitive Strategic Marketing at Northeastern University Graduate School of Management.

 

 

Additional Information

For more information, visit our website at www.streetsmartfinancial.com

 

 

NAPFA Start Date

July 20, 2009

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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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4 Militia Dr Ste 16 Lexington, MA 02421-4705 Phone: (781) 860-7878
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