Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™

Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™ Email and Phone Number

Director, Financial Planning at Edelman Financial Engines | CERTIFIED FINANCIAL PLANNER™ @ Edelman Financial Engines
Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™'s Location
San Antonio, Texas, United States, United States
Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™'s Contact Details

Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™ work email

Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™ personal email

About Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™

As a CERTIFIED FINANCIAL PLANNER™ at Edelman Financial Engines in San Antonio, Texas, I am passionate about helping my clients get to and through a successful retirement. To me, nothing is more fulfilling than helping others succeed in their financial goals and giving their families an opportunity to secure a better life.Your trust is everything; my goal is to make sure you understand how your money is being invested so you can be confident in our strategy and approach, freeing you up to focus on enjoying life and provide peace of mind knowing that you are working with someone that cares about your finances as much as you do.You can’t get anywhere in life without a plan. That is why it is my mission to deliver comprehensive, goals-based, fee-only, personal financial planning & wealth management. It takes a unique perspective to combine all of your assets into one view – not just to see them all, but to make sense of them all. I will provide a view not just into your retirement savings, but also Social Security, insurance, estate planning, mortgages, college, health care - the full picture - all while putting your best interests first as I will always act as a loyal fiduciary. When we meet, we will have conversations about your financial goals and working toward the retirement you want. We'll discuss your overall portfolio and your probability of reaching your retirement goals based on your current approach, as well as the changes you can make to your Social Security claiming strategy, investments, savings rate or expectations that will improve the likelihood of achieving those goals. If this common sense approach to investing and financial planning makes sense to you, please give me call me at (210) 268-1129 to schedule a free, no-obligation consultation today!

Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™'s Current Company Details
Edelman Financial Engines

Edelman Financial Engines

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Director, Financial Planning at Edelman Financial Engines | CERTIFIED FINANCIAL PLANNER™
Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™ Work Experience Details
  • Edelman Financial Engines
    Director, Financial Planning | Certified Financial Planner™
    Edelman Financial Engines Dec 2011 - Present
    Santa Clara, California, Us
    Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, as recognized by Barron’s,1 with 150+ offices across the country and entrusted by 1.3 million clients to manage more than $289 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, visit www.EdelmanFinancialEngines.com© 2021 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.
  • Financial Engines
    Senior Vice President Financial Planning | Certified Financial Planner™| Dave Ramsey Smartvestor Pro
    Financial Engines Dec 2011 - Nov 2018
    Sunnyvale, Ca, Us
    Financial Engines is America’s largest independent registered investment advisor (RIA) with over $169B under management. We help people achieve greater financial clarity by providing comprehensive, goals- based financial planning and professional investment management and advice. Headquartered in Sunnyvale, CA, Financial Engines was co-founded in 1996 by Nobel Prize-winning economist William F. Sharpe. We currently offer financial help to more than nine million people across over 750 companies (including 146 of the Fortune 500). Our unique approach, combined with powerful online services, dedicated advisors and personal attention, promotes greater financial wellness and helps more Americans to meet their financial goals. Our investment advisors develop personalized investment plans based on each person’s unique situation and financial goals. Plus, they accept no incentives, commissions or benefits from fund companies, so the advice is always objective. As an SEC Registered Investment Advisor, our advisors are held to the fiduciary standard. The fiduciary standard of care requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice.(Financial Engines has merged with Edelman Financial Services. The new combined organization is Edelman Financial Engines)https://www.edelmanfinancialengines.com/
  • The Mutual Fund Store
    Senior Vice President - Investments
    The Mutual Fund Store Dec 2011 - Feb 2016
    The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system of fee-only RIA firms includes more than 130+ company and franchise locations across the U.S. and collectively manages more than $10 billion in assets for more than 37,000 clients. The Mutual Fund Store® provides independent, fee-only, comprehensive, financial planning and investment management services. Our investment advisors develop personalized investment plans based on each person’s unique situation and financial goals. Plus, they accept no incentives, commissions or benefits from fund companies, so the advice is always objective. As an SEC Registered Investment Advisor or RIA, our advisors are held to the fiduciary standard. The fiduciary standard legally obligates advisors to put their client's interests above their own and always act within the best interest of our clients.(The Mutual Fund Store was acquired by Financial Engines)
  • Mutual Of Omaha
    Financial Advisor
    Mutual Of Omaha Aug 2011 - Dec 2011
    Omaha, Ne, Us
  • Edward Jones
    Financial Advisor
    Edward Jones Jul 2010 - Aug 2011
    St. Louis, Mo, Us
  • Apex Software
    Sales Manager
    Apex Software Apr 2007 - Jun 2010
    San Antonio, Tx, Us

Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™ Skills

Mutual Funds Asset Allocation Investments Investment Strategies Retirement Financial Services Financial Advisory Investment Advisory Asset Management Investment Management Retirement Planning Portfolio Management Finance Estate Planning Wealth Management Financial Planning 401k Iras Risk Management Insurance Wealth Life Insurance Etfs Modern Portfolio Theory High Net Worth Individuals Annuities Long Term Care Disability Insurance Employee Benefits Wealth Accumulation Personal Finance Relationship Management Long Term Care Insurance Social Security Personal Financial Planning Income Tax Planning Medicare Insurance Planning Retirement Income Strategies Fiduciary Certified Financial Planner Wealth Management Services

Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™ Education Details

  • College For Financial Planning
    College For Financial Planning
    Personal Financial Planning
  • Texas State University
    Texas State University
    Business Management
  • Clark High School
    Clark High School
    High School

Frequently Asked Questions about Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™

What company does Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™ work for?

Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™ works for Edelman Financial Engines

What is Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™'s role at the current company?

Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™'s current role is Director, Financial Planning at Edelman Financial Engines | CERTIFIED FINANCIAL PLANNER™.

What is Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™'s email address?

Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™'s email address is co****@****cos.com

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Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™'s direct phone number is +121021*****

What schools did Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™ attend?

Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™ attended College For Financial Planning, Texas State University, Clark High School.

What are some of Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™'s interests?

Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™ has interest in Spurs Basketball, Skiing, Economic Empowerment, Traveling, Soccer, Scuba Diving, Hunting, Fishing.

What skills is Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™ known for?

Spencer D. Crow, Ms, Cfp®, Chfc®, Ricp®, Crpc™ has skills like Mutual Funds, Asset Allocation, Investments, Investment Strategies, Retirement, Financial Services, Financial Advisory, Investment Advisory, Asset Management, Investment Management, Retirement Planning, Portfolio Management.

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