Purpose Planning Team

Owner, CFP®, CWS®, AIF®

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Client Service Coordinator, Registered Administrative Assistant

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CFP®, President & Financial Advisor at Spencer Financial

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CWS®, CEO & Financial Advisor of Spencer Financial

Compliance Director

Financial Advisor and Marketing Coordinator

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Senior Vice President, Advanced Planning Group

Director of Operations, Spencer Financial

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Client Services Manager, Spencer Financial

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Financial Advisor, Spencer Financial

Our Team