Brett Spencer, Cfp®, Cepa, Gfp

Brett Spencer, Cfp®, Cepa, Gfp Email and Phone Number

Financial Advisor & Business Owner @ Impact Financial
Brett Spencer, Cfp®, Cepa, Gfp's Location
United States, United States
Brett Spencer, Cfp®, Cepa, Gfp's Contact Details

Brett Spencer, Cfp®, Cepa, Gfp work email

Brett Spencer, Cfp®, Cepa, Gfp personal email

Brett Spencer, Cfp®, Cepa, Gfp phone numbers

About Brett Spencer, Cfp®, Cepa, Gfp

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.

Brett Spencer, Cfp®, Cepa, Gfp's Current Company Details
Impact Financial

Impact Financial

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Financial Advisor & Business Owner
Brett Spencer, Cfp®, Cepa, Gfp Work Experience Details
  • Impact Financial
    Founder
    Impact Financial Feb 2020 - Present
    Chicago, Illinois, Us
  • Savant Capital Management
    Senior Financial Planner
    Savant Capital Management Oct 2018 - Feb 2020
    Rockford, Il, Us
  • D3 Financial Counselors Llc
    Financial Planner
    D3 Financial Counselors Llc Jul 2015 - Oct 2018
    Acquired by Savant Capital Management
  • Balasa Dinverno Foltz Llc
    Planner Advisor
    Balasa Dinverno Foltz Llc Jun 2014 - Jun 2015
  • Plancorp, Inc.
    Associate Planner
    Plancorp, Inc. Jul 2012 - May 2014
    St. Louis, Mo, Us
  • Francis Financial, Inc.
    Intern
    Francis Financial, Inc. May 2011 - Aug 2011
    New York, New York, Us
  • Volunteer Income Tax Assistance
    Volunteer
    Volunteer Income Tax Assistance Jan 2011 - Apr 2011
  • State Farm Insurance
    Marketing/Administrative Assistant
    State Farm Insurance Jun 2006 - Aug 2010
    Bloomington, Illinois, Us

Brett Spencer, Cfp®, Cepa, Gfp Skills

Strategic Financial Planning Retirement Planning Risk Management Finance Investment Strategies Financial Planning Investments Asset Management Tax Wealth Management

Brett Spencer, Cfp®, Cepa, Gfp Education Details

  • Texas Tech University
    Texas Tech University
    Financial Planning
  • University Of Illinois Urbana-Champaign
    University Of Illinois Urbana-Champaign
    Financial 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.

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