About Keith and
Spencer Financial Planning
A few things I love:
My wife and kids, foster care, adoption
Financial planning, reading
The Salvation Army, church
Music, playing bass guitar
Watching baseball, playing fantasy baseball
Eating (sometimes too much), using bullet points
Disneyland, the beach
I expand on a few of those in the video below.
Professional affiliations and accomplishments
Experience: I have over 20 years of experience in the investment industry, working in operational roles, managerial roles, and directly with clients.
CFP® certification: I am a CERTIFIED FINANCIAL PLANNERTM professional, which is widely considered to be the gold standard certification for financial planners. To achieve this, I had to meet the 4 Es: Education, Exam, Experience, and Ethics. Click here for my credentials.
ACP: The Alliance of Comprehensive Planners is a community of tax-focused, fee-only financial advisors committed to working in their clients' best interest.
NAPFA: The National Association of Personal Financial Advisors is the country’s leading professional association of fee-only financial advisors -- highly trained professionals who are committed to working in the best interests of those they serve.
XYPN: The XY Planning Network is a community of fee-only, fiduciary financial advisors that offer financial planning services virtually and for members of Generations X and Y.
Fee-Only Network: The Fee-Only Network is a network that provides verified and vetted fee-only (no commission) financial advisors and CERTIFIED FINANCIAL PLANNERTM professionals.
Spokane Financial Advisors Network: The Spokane Financial Advisors Network is a group of independent, fee-only, fiduciary financial planning experts who meet the qualifications and standards that exceed those of most financial planners.