Spencer Cazier, Cfp®

Spencer Cazier, Cfp® Email and Phone Number

Combatting Costly Money Mistakes @ Navigate Private Wealth
draper, utah, united states
Spencer Cazier, Cfp®'s Location
Layton, Utah, United States, United States
About Spencer Cazier, Cfp®

"I wish I knew that sooner"That's a phrase I hate to hear as a Certified Financial Planner (CFP).....It's costly. It's embarrassing. It knocks people off-course.And over the years, I've seen some really tough but avoidable situations. That doesn't have to be you! You just need the right teammate.In my eyes, that's someone who sits on your "personal board" providing honest advice, education, creative ideas, next steps, and doesn't want to sell you something new.That's what I do, and that's what I'll do for you.You can make better decisions with better input. SCHEDULE NOW by clicking the button in my bio!Whether we work together or not, I'll try my best to make it the best meeting of your month.

Spencer Cazier, Cfp®'s Current Company Details
Navigate Private Wealth

Navigate Private Wealth

View
Combatting Costly Money Mistakes
draper, utah, united states
Employees:
11
Spencer Cazier, Cfp® Work Experience Details
  • Navigate Private Wealth
    Financial Advisor
    Navigate Private Wealth Mar 2017 - Present
    Layton, Ut
    I am in the business of providing unbiased advice and creative financial strategies. This is unlike many advisors whose primary focus is to sell products to their clients. My focus is to protect and grow your wealth, while you enjoy your hard-earned success and financial freedom.
  • Beespath, Inc.
    Business Development Manager
    Beespath, Inc. Jan 2014 - Feb 2017
  • Barclays
    Financial Health Insights Analyst
    Barclays Jul 2013 - Jan 2014
    London, United Kingdom
  • Beespath, Inc.
    Business Process Analyst
    Beespath, Inc. Sep 2012 - Jul 2013
    Logan, Ut
  • First American Financial Corporation
    Marketing Assistant
    First American Financial Corporation Jun 2012 - Sep 2012

Spencer Cazier, Cfp® Education Details

Frequently Asked Questions about Spencer Cazier, Cfp®

What company does Spencer Cazier, Cfp® work for?

Spencer Cazier, Cfp® works for Navigate Private Wealth

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

Spencer Cazier, Cfp®'s current role is Combatting Costly Money Mistakes.

What schools did Spencer Cazier, Cfp® attend?

Spencer Cazier, Cfp® attended College For Financial Planning, Utah State University - Jon M. Huntsman School Of Business.

Who are Spencer Cazier, Cfp®'s colleagues?

Spencer Cazier, Cfp®'s colleagues are Payton Burgon, Scott Bunnell, Selena Sunderland, Mark Burgon Cfp, Crpc, Denae Croft, Charity Ross Johnson.

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