AeroLeads people directory · profile
Zack Spencer, Cpfa Email & Phone Number
AVP, Enterprise Consulting
at
LPL Financial
2 work emails found
@lpl.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
AVP, Enterprise Consulting
Location
San Diego, California, United States
Who is Zack Spencer, Cpfa? Overview
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Quick answer
Zack Spencer, Cpfa is listed as AVP, Enterprise Consulting at LPL Financial, based in San Diego, California, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Zack Spencer, Cpfa.
Zack Spencer, Cpfa previously worked as Retirement Plan Specialist at Lucia Capital Group and Regional Sales Director at Oneamerica. Zack Spencer, Cpfa holds Mba, Financial Planning from California Lutheran University.
Company email context
Email format at LPL Financial
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*@lpl.com
71% confidence
AeroLeads found 2 current-domain work email signals for Zack Spencer, Cpfa. Compare company email patterns before reaching out.
Profile bio
About Zack Spencer, Cpfa
Professional Licenses and Designation- Series 7 License
Listed skills include Series 7, Financial Analysis, Strategic Financial Planning, Loans, and 33 others.
Current workplace
Zack Spencer, Cpfa's current company
Company context helps verify the profile and gives searchers a useful next step.
12 roles · 28 years
Zack Spencer, Cpfa work experience
A career timeline built from the work history available for this profile.
Retirement Plan Specialist
Current
Oct 2024 - Present
Avp, Enterprise Consulting
Feb 2023 - Jun 2024
Regional Sales Director
Dec 2021 - Feb 2023
Avp, Field Sales Retirement
Nov 2018 - Nov 2021
Retirement Consultant
May 2015 - Oct 2018
Internal Regional Director
May 2012 - May 2015
Assistant Banking Center Manager/ Licensed Financial Specialist
- Sales through networking and cold calling- Treasury management/ Cash management solutions- Utilize bank software such as Trio and HOGAN- Provide customer service to existing clients to promote retention- Sales of retail bank products and assist in the provision of financial services- Sales of Insurance products and fixed annuities- Life Insurance.
Aug 2008 - May 2012
Provider Network Manager
Negotiated managed care contracts for Medi-Cal, Medicare, and Healthy Families population. Served on the Healthy San Diego committee and advocated policy and funding for the Medi-Cal and Medicare population. Provided comprehensive contract structure and development for 17 community clinics with over 150 locations in San Diego County. Educated clinic CFO's.
Apr 2007 - Jul 2008
Committee Member
Healthy San Diego
Served on the Healthy San Diego Committee from April 2007 to July 2008. Discussed health care policy and advocacy for the County of San Diego.
Apr 2007 - Jul 2008
Account Executive
Job functions included loan origination and underwriting. Promoted to Account Executive and sold wholesale mortgage products to Loan Officers and Brokers. Worked for the National Accounts sales team and developed a nationwide Broker network.
Aug 2004 - Nov 2006
Zack Spencer
1998 - 2001
~3 yrs
2 education records
Zack Spencer, Cpfa education
Mba, Financial Planning
California Lutheran University
B.S., Business Administration; Management
California Lutheran University
FAQ
Frequently asked questions about Zack Spencer, Cpfa
Quick answers generated from the profile data available on this page.
What company does Zack Spencer, Cpfa work for?
Zack Spencer, Cpfa works for LPL Financial.
What is Zack Spencer, Cpfa's role at LPL Financial?
Zack Spencer, Cpfa is listed as AVP, Enterprise Consulting at LPL Financial.
What is Zack Spencer, Cpfa's email address?
AeroLeads has found 2 work email signals at @lpl.com for Zack Spencer, Cpfa at LPL Financial.
Where is Zack Spencer, Cpfa based?
Zack Spencer, Cpfa is based in San Diego, California, United States while working with LPL Financial.
What companies has Zack Spencer, Cpfa worked for?
Zack Spencer, Cpfa has worked for Lpl Financial, Lucia Capital Group, Oneamerica, Comerica Securities/ Comerica Bank, and Council Of Community Clinics.
How can I contact Zack Spencer, Cpfa?
You can use AeroLeads to view verified contact signals for Zack Spencer, Cpfa at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Zack Spencer, Cpfa attend?
Zack Spencer, Cpfa holds Mba, Financial Planning from California Lutheran University.
What skills is Zack Spencer, Cpfa known for?
Zack Spencer, Cpfa is listed with skills including Series 7, Financial Analysis, Strategic Financial Planning, Loans, Life Insurance, Credit, Banking, and Mortgage Lending.
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