Brett Spencer, Cfp®, Cepa, Gfp Email and Phone Number
Brett Spencer, Cfp®, Cepa, Gfp work email
- Valid
Brett Spencer, Cfp®, Cepa, Gfp personal email
- Valid
Brett Spencer, Cfp®, Cepa, Gfp phone numbers
Passionate about helping people get the most out of life and their resources, I founded Impact Financial. Impact Financial helps people optimize and simplify their finances through comprehensive financial services, tailored to each person's unique situation and goals. We offer financial planning, investment management & tax services with this focus. We are fee-only and an independent advisory firm, meaning we never earn a commission and are product agnostic. We are focused on what advice is best for your situation.We have core service offerings along with a few specialized areas of service:• Global/Cross-Border Financial Planning • Business Succession Planning & Business Value/Growth Consulting• Impact Investing - considering the impact your investments are making (social values, regional focus, environmental impact, etc.)If you are interested in talking more, please:Message me on LinkedInEmail me at bspencer@planningimpact.comVisit www.planningimpact.com & book an introductory call!Please note - no post, comment or activity on my LinkedIn profile should be taken as financial advice.
-
FounderImpact Financial Feb 2020 - PresentChicago, Illinois, Us -
Senior Financial PlannerSavant Capital Management Oct 2018 - Feb 2020Rockford, Il, Us -
Financial PlannerD3 Financial Counselors Llc Jul 2015 - Oct 2018Acquired by Savant Capital Management
-
Planner AdvisorBalasa Dinverno Foltz Llc Jun 2014 - Jun 2015
-
Associate PlannerPlancorp, Inc. Jul 2012 - May 2014St. Louis, Mo, Us -
InternFrancis Financial, Inc. May 2011 - Aug 2011New York, New York, Us -
VolunteerVolunteer Income Tax Assistance Jan 2011 - Apr 2011
-
Marketing/Administrative AssistantState Farm Insurance Jun 2006 - Aug 2010Bloomington, Illinois, Us
Brett Spencer, Cfp®, Cepa, Gfp Skills
Brett Spencer, Cfp®, Cepa, Gfp Education Details
-
Texas Tech UniversityFinancial Planning -
University Of Illinois Urbana-ChampaignFinancial Planning
Frequently Asked Questions about Brett Spencer, Cfp®, Cepa, Gfp
What company does Brett Spencer, Cfp®, Cepa, Gfp work for?
Brett Spencer, Cfp®, Cepa, Gfp works for Impact Financial
What is Brett Spencer, Cfp®, Cepa, Gfp's role at the current company?
Brett Spencer, Cfp®, Cepa, Gfp's current role is Financial Advisor & Business Owner.
What is Brett Spencer, Cfp®, Cepa, Gfp's email address?
Brett Spencer, Cfp®, Cepa, Gfp's email address is cb****@****ial.com
What is Brett Spencer, Cfp®, Cepa, Gfp's direct phone number?
Brett Spencer, Cfp®, Cepa, Gfp's direct phone number is +131252*****
What schools did Brett Spencer, Cfp®, Cepa, Gfp attend?
Brett Spencer, Cfp®, Cepa, Gfp attended Texas Tech University, University Of Illinois Urbana-Champaign.
What skills is Brett Spencer, Cfp®, Cepa, Gfp known for?
Brett Spencer, Cfp®, Cepa, Gfp has skills like Strategic Financial Planning, Retirement Planning, Risk Management, Finance, Investment Strategies, Financial Planning, Investments, Asset Management, Tax, Wealth Management.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial