Keith Spencer, CFP®, CSLP® Spencer Financial Planning, LLC

About Keith Spencer, CFP®, CSLP®

Hi, I’m Keith.

So, a bit about me.

I love this stuff. The whole financial planning thing.

After getting a degree in music (yeah, music…), I worked at a leading investment management firm in Los Angeles for 18 years. But I had this itch all along that I wanted to open my own financial planning firm at some point. I finally decided to pull the trigger to open my own firm in 2019, and here I am.

I’m now based in Spokane, Washington, but I work with clients virtually, so I can help people who live anywhere. Most of my clients are in California and Washington.

I’m a bit of a nerd when it comes to finances. I have so much fun with this topic and am honored to be able to help others with it. Money can be such a tough subject, so I love coming alongside people to help them navigate the questions they have, as well as the questions they don’t know they should have.

I started Spencer Financial Planning to empower people through financial health. We’re a fee-only, fiduciary firm. We look out for our clients’ best interests and help them make fantastic money decisions.

We help you:
– Make smart financial decisions
– Cultivate good habits with your money
– Navigate the complexities of your finances

Contact this advisor

Ideal Clients

  • Baby Boomers
  • Family Financial Planning
  • Holistic Financial Planning
  • Tax Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee

Fee Options

  • Quarterly Fee: $1000+/qtr
  • Flat Fee: $4000+/engagement

SEC Records

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