Heather Spencer, Cpa, Cfp®
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Heather Spencer, Cpa, Cfp® Email & Phone Number

Sr. Wealth Advisor & Shareholder at Truepoint Wealth Counsel at Truepoint Wealth Counsel
Location: Cincinnati, Ohio, United States 3 work roles 2 schools
1 work email found @truepointwealth.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email h****@truepointwealth.com
LinkedIn Profile matched
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Current company
Truepoint Wealth Counsel
Role
Sr. Wealth Advisor & Shareholder at Truepoint Wealth Counsel
Location
Cincinnati, Ohio, United States
Company size
65 employees

Who is Heather Spencer, Cpa, Cfp®? Overview

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Quick answer

Heather Spencer, Cpa, Cfp® is listed as Sr. Wealth Advisor & Shareholder at Truepoint Wealth Counsel at Truepoint Wealth Counsel, a company with 65 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at truepointwealth.com and a matched LinkedIn profile for Heather Spencer, Cpa, Cfp®.

Heather Spencer, Cpa, Cfp® previously worked as Sr. Wealth Advisor & Shareholder at Truepoint Wealth Counsel and Manager, Financial Planning at Buckingham Financial Group. Heather Spencer, Cpa, Cfp® holds Mba, Accounting from University Of Dayton.

Company email context

Email format at Truepoint Wealth Counsel

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*@truepointwealth.com
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AeroLeads found 1 current-domain work email signal for Heather Spencer, Cpa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Heather Spencer, Cpa, Cfp®

I work closely with my clients to understand their concerns, their dreams, and their values in order to craft an individualized financial plan that will bring them peace of mind and help them achieve their goals. I'm especially skilled at integrating tax planning into larger strategies and explaining complicated rules so that clients can make more informed decisions. I appreciate the culture of Truepoint and how a spirit of collaboration extends across the firm. I like to spend time with my family, especially in the mountains or on the water. My husband and I enjoy traveling, and we try to see live music as often as possible—though not quite as often since the birth of our son in 2018.

Listed skills include Retirement, Tax Preparation, Strategic Financial Planning, Financial Advisory, and 11 others.

Current workplace

Heather Spencer, Cpa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Truepoint Wealth Counsel
Truepoint Wealth Counsel
Sr. Wealth Advisor & Shareholder at Truepoint Wealth Counsel
cincinnati, ohio, united states
Website
truepointwealth.com
Employees
65
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Company profile
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3 roles

Heather Spencer, Cpa, Cfp® work experience

A career timeline built from the work history available for this profile.

Sr. Wealth Advisor & Shareholder

Current
Truepoint Wealth Counsel

Cincinnati, OH

We are a team of good people who put forth relentless effort to serve others.

Jan 2008 - Present

Manager, Financial Planning

Buckingham Financial Group

Dayton, Ohio Area

Advised individuals on their retirement and tax planning and preparation needs.

Jun 2002 - Jan 2008

Financial Planning Intern

Buckingham Financial Group

Dayton, Ohio Area

Assisted lead advisors in their client servicing needs. Prepared financial plans, financial statement reports, cost basis reconciliation and performed various other financial planning services.

Aug 2001 - Jun 2002
Team & coworkers

Colleagues at Truepoint Wealth Counsel

Other employees you can reach at truepointwealth.com. View company contacts for 65 employees →

GC Guy Clanton Guy Clanton Colleague at Truepoint Wealth CounselCincinnati, Ohio, United States, United States View → BT Bill Tucker, Cpa Bill Tucker, Cpa Colleague at Truepoint Wealth CounselCincinnati, Ohio, United States, United States View → TB Thomas Bentley, Cfp®, Ctfa Thomas Bentley, Cfp®, Ctfa Colleague at Truepoint Wealth CounselCincinnati, Ohio, United States, United States View → CF Conor Feldmann, Cfa Conor Feldmann, Cfa Colleague at Truepoint Wealth CounselUnited States, United States View → CC Christine Carleton Christine Carleton Colleague at Truepoint Wealth CounselCincinnati, Ohio, United States, United States View → SA Susie Arling Susie Arling Colleague at Truepoint Wealth CounselMason, Ohio, United States, United States View → AH August Hemmerich, Cfp® August Hemmerich, Cfp® Colleague at Truepoint Wealth CounselCincinnati, Ohio, United States, United States View → BP Blake Price, Cfp® Blake Price, Cfp® Colleague at Truepoint Wealth CounselCincinnati, Ohio, United States, United States View → RT Rona Turnheim Rona Turnheim Colleague at Truepoint Wealth CounselCincinnati, Ohio, United States, United States View → BH Bridget Hughes Bridget Hughes Colleague at Truepoint Wealth CounselCincinnati, Ohio, United States, United States View →
2 education records

Heather Spencer, Cpa, Cfp® education

FAQ

Frequently asked questions about Heather Spencer, Cpa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Heather Spencer, Cpa, Cfp® work for?

Heather Spencer, Cpa, Cfp® works for Truepoint Wealth Counsel.

What is Heather Spencer, Cpa, Cfp®'s role at Truepoint Wealth Counsel?

Heather Spencer, Cpa, Cfp® is listed as Sr. Wealth Advisor & Shareholder at Truepoint Wealth Counsel at Truepoint Wealth Counsel.

What is Heather Spencer, Cpa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @truepointwealth.com for Heather Spencer, Cpa, Cfp® at Truepoint Wealth Counsel.

Where is Heather Spencer, Cpa, Cfp® based?

Heather Spencer, Cpa, Cfp® is based in Cincinnati, Ohio, United States while working with Truepoint Wealth Counsel.

What companies has Heather Spencer, Cpa, Cfp® worked for?

Heather Spencer, Cpa, Cfp® has worked for Truepoint Wealth Counsel and Buckingham Financial Group.

Who are Heather Spencer, Cpa, Cfp®'s colleagues at Truepoint Wealth Counsel?

Heather Spencer, Cpa, Cfp®'s colleagues at Truepoint Wealth Counsel include Guy Clanton, Bill Tucker, Cpa, Thomas Bentley, Cfp®, Ctfa, Conor Feldmann, Cfa, and Christine Carleton.

How can I contact Heather Spencer, Cpa, Cfp®?

You can use AeroLeads to view verified contact signals for Heather Spencer, Cpa, Cfp® at Truepoint Wealth Counsel, including work email, phone, and LinkedIn data when available.

What schools did Heather Spencer, Cpa, Cfp® attend?

Heather Spencer, Cpa, Cfp® holds Mba, Accounting from University Of Dayton.

What skills is Heather Spencer, Cpa, Cfp® known for?

Heather Spencer, Cpa, Cfp® is listed with skills including Retirement, Tax Preparation, Strategic Financial Planning, Financial Advisory, Retirement Planning, Wealth Management, Personal Financial Planning, and Wealth.

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