Spencer Financial, LLC is pleased to announce that Sam Baldwin, CFP has successfully completed the CFA level I examination. CFA (Chartered Financial Analyst) is a globally recognized association of investment professionals. The CFA program requires a graduate level program of study that combines a broad curriculum with professional conduct requirements, culminating in three sequenti
News & Updates
Tom Spencer was recently honored by Endicott College for completing four years as Chairman of the Board of Trustees. Tom will continue supporting the college as a Trustee and as a member of the Executive Committee.
Spencer Financial, LLC is pleased to announce that Danielle Lau has passed the Series 6 securities examination. Successful completion of this exam will allow her to serve in a support capacity with regard to the management of our clients' investment portfolios. She can take instruction from our advisors and serve as another point of contact for clients wishing to keep track of t
Spencer Financial employs a three-part client service model including "Evaluation, Positioning and Management".
Spencer Financial, LLC is pleased to announce that Bill Spencer has received his CFP (Certified Financial Planner) certification. The CFP certification requires an extensive course of study followed by successful completion of a 10 hour, two-day exam. The CFP certification has become the most widely recognized financial planning credential among consumers. In order to maintain