Spencer Financial, LLC is pleased to announce that Danielle Lau has passed the Series 6 securities examination. Successful completion of this exam will allow her to serve in a support capacity with regard to the management of our clients' investment portfolios. She can take instruction from our advisors and serve as another point of contact for clients wishing to keep track of t
News & Updates
Spencer Financial employs a three-part client service model including "Evaluation, Positioning and Management".
Spencer Financial, LLC is pleased to announce that Bill Spencer has received his CFP (Certified Financial Planner) certification. The CFP certification requires an extensive course of study followed by successful completion of a 10 hour, two-day exam. The CFP certification has become the most widely recognized financial planning credential among consumers. In order to maintain