Founder
Current
Feb 2020 - Present
AeroLeads people directory · profile
Brett Spencer, Cfp®, Cepa, Gfp Email & Phone Number
Financial Advisor & Business Owner
at
Impact Financial
1 work email found
@impactfinancial.com
2 phones found area 312
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor & Business Owner
Location
United States, United States, United States
Who is Brett Spencer, Cfp®, Cepa, Gfp? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Brett Spencer, Cfp®, Cepa, Gfp is listed as Financial Advisor & Business Owner at Impact Financial, based in United States, United States, United States. AeroLeads shows a work email signal at impactfinancial.com, phone signal with area code 312, and a matched LinkedIn profile for Brett Spencer, Cfp®, Cepa, Gfp.
Brett Spencer, Cfp®, Cepa, Gfp previously worked as Founder at Impact Financial and Senior Financial Planner at Savant Capital Management. Brett Spencer, Cfp®, Cepa, Gfp holds Ms, Financial Planning from Texas Tech University.
Company email context
Email format at Impact Financial
This section adds company-level context without repeating Brett Spencer, Cfp®, Cepa, Gfp's masked contact details.
*@impactfinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Brett Spencer, Cfp®, Cepa, Gfp. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Strategic Financial Planning, Retirement Planning, Risk Management, Finance, and 6 others.
Current workplace
Brett Spencer, Cfp®, Cepa, Gfp's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Brett Spencer, Cfp®, Cepa, Gfp work experience
A career timeline built from the work history available for this profile.
Senior Financial Planner
Oct 2018 - Feb 2020
Financial Planner
D3 Financial Counselors Llc
Acquired by Savant Capital Management
Jul 2015 - Oct 2018
Planner Advisor
Balasa Dinverno Foltz Llc
Jun 2014 - Jun 2015
Associate Planner
Jul 2012 - May 2014
Intern
May 2011 - Aug 2011
Volunteer
Volunteer Income Tax Assistance
Jan 2011 - Apr 2011
Marketing/Administrative Assistant
Jun 2006 - Aug 2010
2 education records
Brett Spencer, Cfp®, Cepa, Gfp education
Ms, Financial Planning
Texas Tech University
B.S., Financial Planning
University Of Illinois Urbana-Champaign
FAQ
Frequently asked questions about Brett Spencer, Cfp®, Cepa, Gfp
Quick answers generated from the profile data available on this page.
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 Impact Financial?
Brett Spencer, Cfp®, Cepa, Gfp is listed as Financial Advisor & Business Owner at Impact Financial.
What is Brett Spencer, Cfp®, Cepa, Gfp's email address?
AeroLeads has found 1 work email signal at @impactfinancial.com for Brett Spencer, Cfp®, Cepa, Gfp at Impact Financial.
What is Brett Spencer, Cfp®, Cepa, Gfp's phone number?
AeroLeads has found 2 phone signal(s) with area code 312 for Brett Spencer, Cfp®, Cepa, Gfp at Impact Financial.
Where is Brett Spencer, Cfp®, Cepa, Gfp based?
Brett Spencer, Cfp®, Cepa, Gfp is based in United States, United States, United States while working with Impact Financial.
What companies has Brett Spencer, Cfp®, Cepa, Gfp worked for?
Brett Spencer, Cfp®, Cepa, Gfp has worked for Impact Financial, Savant Capital Management, D3 Financial Counselors Llc, Balasa Dinverno Foltz Llc, and Plancorp, Inc..
How can I contact Brett Spencer, Cfp®, Cepa, Gfp?
You can use AeroLeads to view verified contact signals for Brett Spencer, Cfp®, Cepa, Gfp at Impact Financial, including work email, phone, and LinkedIn data when available.
What schools did Brett Spencer, Cfp®, Cepa, Gfp attend?
Brett Spencer, Cfp®, Cepa, Gfp holds Ms, Financial Planning from Texas Tech University.
What skills is Brett Spencer, Cfp®, Cepa, Gfp known for?
Brett Spencer, Cfp®, Cepa, Gfp is listed with skills including Strategic Financial Planning, Retirement Planning, Risk Management, Finance, Investment Strategies, Financial Planning, Investments, and Asset Management.
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