Keith Spencer, Cfp®

Keith Spencer, Cfp® Email and Phone Number

Founder and Financial Planner at Spencer Financial Planning, LLC @ Spencer Financial Planning, LLC
Keith Spencer, Cfp®'s Location
Spokane, Washington, United States, United States
Keith Spencer, Cfp®'s Contact Details

Keith Spencer, Cfp® work email

Keith Spencer, Cfp® personal email

Keith Spencer, Cfp® phone numbers

About Keith Spencer, Cfp®

Keith Spencer is a fee-only financial planner serving clients primarily in California and Washington State. He is the founder of Spencer Financial Planning, LLC. Spencer Financial Planning provides comprehensive financial planning, investment management, and project-based financial analysis to empower clients through Financial Health, and specializes in helping Capital Group associates and retirees.As a fee-only, fiduciary, and independent financial advisor, Keith Spencer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.Keith has been quoted or featured in a variety of media outlets, such as Barron's, Kiplinger, MarketWatch, CBS News, Yahoo, WealthManagement.com, and more.

Keith Spencer, Cfp®'s Current Company Details
Spencer Financial Planning, LLC

Spencer Financial Planning, Llc

View
Founder and Financial Planner at Spencer Financial Planning, LLC
Keith Spencer, Cfp® Work Experience Details
  • Spencer Financial Planning, Llc
    Founder And Financial Planner
    Spencer Financial Planning, Llc Jun 2020 - Present
    Spokane, Washington, United States
  • Capital Group | American Funds
    Global Investment Control Manager - Portfolio Guideline Analysis
    Capital Group | American Funds Jan 2015 - Sep 2019
    Los Angeles
    Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers.The Global Investment Control department directly supports Capital Group’s investment professionals, implements investment decisions and facilitates the investment process. Operating from locations in North America, Europe, and Asia, core functions include order management, portfolio construction and compliance, trade support, corporate action communication and coordination, and proxy services, among others. These services support the management of equity and fixed income portfolios for retail, institutional and private clients.I manage a team called Portfolio Guideline Analysis. Our team aims to provide outstanding service to the Investment Group and Legal, ensuring compliance and regulatory requirements are met. As experts in guideline and regulatory interpretation and implementation, our team provides guidance and support across Global Investment Control when working on various issues, such as guideline amendments and complex transactions for our funds and client accounts.
  • Capital Group | American Funds
    Assistant Vice President
    Capital Group | American Funds Apr 2008 - Sep 2019
    Los Angeles
  • Capital Group | American Funds
    Portfolio Control Manager (Guideline Compliance)
    Capital Group | American Funds Oct 2005 - Dec 2014
    Los Angeles
  • Capital Group | American Funds
    Portfolio Control Senior Analyst (Guideline Compliance)
    Capital Group | American Funds Oct 2004 - Oct 2005
    Los Angeles
  • Capital Group | American Funds
    Portfolio Control Analyst (Guideline Compliance)
    Capital Group | American Funds Oct 2002 - Oct 2004
    Los Angeles
  • Capital Group | American Funds
    Portfolio Control Associate (Guideline Compliance)
    Capital Group | American Funds Jul 2001 - Oct 2002
    Los Angeles

Keith Spencer, Cfp® Skills

Alternative Investments Portfolio Management Management Securities Investments Risk Management Asset Management Vendor Management Fixed Income Asset Allocation Financial Analysis Financial Services Mutual Funds Equities Investment Management Asset Managment

Keith Spencer, Cfp® Education Details

Frequently Asked Questions about Keith Spencer, Cfp®

What company does Keith Spencer, Cfp® work for?

Keith Spencer, Cfp® works for Spencer Financial Planning, Llc

What is Keith Spencer, Cfp®'s role at the current company?

Keith Spencer, Cfp®'s current role is Founder and Financial Planner at Spencer Financial Planning, LLC.

What is Keith Spencer, Cfp®'s email address?

Keith Spencer, Cfp®'s email address is ke****@****ail.com

What is Keith Spencer, Cfp®'s direct phone number?

Keith Spencer, Cfp®'s direct phone number is (703) 280*****

What schools did Keith Spencer, Cfp® attend?

Keith Spencer, Cfp® attended Azusa Pacific University, California State Polytechnic University-Pomona.

What skills is Keith Spencer, Cfp® known for?

Keith Spencer, Cfp® has skills like Alternative Investments, Portfolio Management, Management, Securities, Investments, Risk Management, Asset Management, Vendor Management, Fixed Income, Asset Allocation, Financial Analysis, Financial Services.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

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.