Skip to main content

  • Home
  • About Us
    • Our Culture
    • Our Team
    • Our Process
  • Services
    • Wealth Management Services
    • Our Strategic Partners
    • Wealth Management Organizer
  • News & Updates
  • Contact

Planning Made Personal

Investments - Insurance - Retirement

    You are here

  1. Home
  2. Gene Barton, CFP®

Gene Barton, CFP®

Photo of team member
Gene Barton, CFP®
Paraplanner
Phone: 
(978) 443-6500 ext. 107
E-mail: 
gene@spencerfinancial.com

Gene Barton became interested in a career in financial services as he was completing his undergraduate degree in New York City. He realized the impact that quality advice can make during a person’s life while listening to financial podcasts and talk radio. He decided to pursue a career as a financial planner. 

In his first position as an administrative assistant for an investment advisor, Gene learned the importance of client relationships as he supported multiple regional offices and moved towards a financial planning role. When Gene joined Spencer Financial, he got the chance to collaborate with the team to deliver retirement analysis to clients in all stages of their financial lives. He has passed the Series 7 and Series 66 exams to become registered as a broker and investment advisor.

Gene graduated cum laude with a degree in Economic Policy from New York University in 2019. He has also completed coursework in financial planning, risk management, investments, taxation, and estate planning through Boston University, and passed the CFP® exam in 2021, earning the full designation in 2022.

Outside of the office, you can find Gene working at his long-standing weightlifting hobby. He also recently started drawing and painting. He grew up in the Sudbury area and returns each weekend to share dinner with his parents.

Find out more about us

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 978-443-6500
Fax: 978-443-6550
Toll Free: 888-443-1776

327A Boston Post Road, Sudbury, Massachusetts 01776

     

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Royal Alliance Form CRS

Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/ SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, IL, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OK, OR, PA, RI, SC, TN, TX, VA, VT, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

© 2023 Spencer Financial, LLC. All rights reserved.

Website Design For Financial Services Professionals