Wendy W. Spencer

Wendy W. Spencer, CFP®, CDFA, is an independent financial planner who has been helping individuals and businesses with their financial planning needs since the mid-1990s. As a Certified Financial Planner®, and a Certified Divorce Financial Analyst, Ms. Spencer offers full-service financial planning, retirement planning, and investment advice. Ms. Spencer specializes in financial planning for women and their families, as well as divorce planning and family law mediation.
Ms. Spencer teaches women about topics such as financial planning, sudden money, and divorce planning the Colorado Free University, and for the City of Lakewood. Ms. Spencer is also member of the Financial Planning Association, the Institute for Certified Divorce Financial Analysts, and 2006 Board of Directors, Business Network International – International Advisory Board Member, a member of Leadership Jefferson County Alumni, and President of Spencer Capital Strategies, Inc. In addition, Ms. Spencer writes articles about money management for local publications and is invited to speak to diverse groups about divorce and money.
Ms. Spencer has a undergraduate degree in Business Administration, a Master’s Degree in Public Administration, and a certificate in Financial Planning from the College for Financial Planning, and holds FINRA licenses 6, 7, 63, and 65, and Colorado health, life and annuity licenses.
Quality financial planning is key to the financial success of Americans. Therefore, Ms. Spencer focuses her knowledge and experience in long-term planning and investing for clients and their families.
Wendy W. Spencer
12650 W. 64th Avenue, # E-152
Arvada, Colorado 80004
303-235-2789, Fax 303-265-9154
SPENCER CAPITAL STRATEGIES, INC. IS NOT AFFILIATED WITH MONEY CONCEPTS.
All Securities through Money Concepts Capital Corporation, Member NASD/SIPC
11440 N. Jog Road, Palm Beach Gardens, FL. 33418 561-472-2000

