Keith Spencer (CFP®)

Keith Spencer focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

Hi, I'm Keith.

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.

NAPFA Start Date

July 07, 2020


This Office

6801 W Flightline Blvd Ste 19539 Spokane, WA 99219-0036 Phone: (509) 213-1826