Profile

Keith Spencer, CFP®

Spencer Financial Planning, LLC

Contact Details

Spencer Financial Planning, LLC
6801 W Flightline Blvd, Ste 19539
Spokane, WA 99219
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Primary: (509) 213-1826

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Bio

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.

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.

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Keith has worked in the financial services industry for 18 years for a leading investment management firm (Capital Group / American Funds). He has experience working with individual clients, institutional clients, and mutual funds.

Keith lives with his wife and four children outside of Spokane, Washington. Previously, he and his family lived in Los Angeles, California for many years. He and his wife became certified foster parents in 2015 and have been blessed to be involved with foster care and adoption. They also enjoyed volunteering for 20+ years at The Salvation Army's Adult Rehabilitation Center in Pasadena. 

Professional Credentials/Designations

  • CFP®

Serving Clients Living In

  • CA
  • KY
  • WA

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes