Matt Spencer Email & Phone Number
Certified Financial Planner @ Wealth Design Group
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Matt Spencer Location
- Sugar Land, TX, US
Matt Spencer Work
- Certified Financial Planner @ (April 2022 - Present)
- Certified Financial Planner and Portfolio Manager @ (October 2019 - November 2021)
- Financial Advisor @ (April 2014 - July 2019)
- Financial Advisor @ (April 2014 - July 2019)
- Founder and President @ Paradigm Wealth Advisors, LLC (May 2011 - September 2014)
- Financial Advisor, Vice President-Investments @ (May 2008 - May 2011)
- Financial Advisor @ (October 2006 - May 2008)
- Sales Executive @ (November 2004 - October 2006)
- Independent Equity and Futures Trader @ Assent, LLC (August 2001 - October 2004)
- Branch Manager @ Assent, LLC (November 2002 - August 2003)
- Agency Trader @ (September 1999 - August 2001)
- Assistant Trader - Energy Derivatives @ (September 1998 - August 1999)
- Sr. Risk Analyst @ (May 1997 - August 1998)
Matt Spencer Education
- Rice University - Susanne M. Glasscock School of Continuing Studies
Certified Financial Planner™ (CFP®) Certification Education Program
2009-2010 - Texas A&M University
BBA
1992-1996 - Austin College
N/A
1990-1992
Matt Spencer Skills
- Alternative Investments
- Estate Planning
- Frugal Living
- Financial Advisory
- Income Property
- Leadership
- Bonds
- Seller Financing
- Retirement Planning
- Portfolio Management
- Rental Real Estate
- Investments
- Finance
- Real Estate Financing
- Real Estate Private Equity
- Financial Services
- Asset Managment
- Wealth Management
- Personal Budgeting
- Strategic Financial Planning
- 403 b
- Qualified Retirement Plans
- Investment Strategies
- Microsoft Office
- Risk Management
- Asset Management
- Microsoft Excel
- Training
- Certified Financial Planner
- Restaurants
- Personal Financial Planning
- Commercial Real Estate
- Greek Food
- Loans
- Investment Properties
Matt Spencer Summary
- Matt Spencer, based in Sugar Land, TX, US, is currently a Certified Financial Planner at Wealth Design Group. Matt Spencer brings experience from previous roles at Per Stirling, Retirement Planners of America, Money Matters with Ken Moraif and Paradigm Wealth Advisors, LLC. Matt Spencer holds a 2009 - 2010 Certified Financial Planner™ (CFP®) Certification Education Program @ Rice University - Susanne M. Glasscock School of Continuing Studies. With a robust skill set that includes Alternative Investments, Estate Planning, Frugal Living, Financial Advisory, Income Property and more. Matt Spencer has 1 emails and 2 mobile phone numbers on RocketReach.
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