Spenser Liszt (CFP®)
Spenser Liszt focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Financial Psychology/Coaching
- Middle Income Client Needs
- Millennials
- Professional Athletes or Entertainers
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Financial Psychology/Coaching
- Middle Income Client Needs
- Millennials
- Professional Athletes or Entertainers
Planning Specialties
In order to be financially prepared you need to understand the various opportunities available to you. Financial matters are complex, intimidating and confusing. You should feel confident in your financial plan. The numbers are important, but let's go beyond and uncover what is at your Heart's Core. What do you want your ideal life to look like? Only then can we move forward with appropriate recommendations. I find true fulfillment in advising and educating others toward financial freedom. Before joining Paradigm Advisors in 2019, I enjoyed a successful music career. My strength is utilizing a creative approach to solving a wide range of client needs. Born and raised in Dallas, I graduated from The University of North Texas with a Master’s in Jazz Studies. I became a Certified College Financial Consultant (CCFC) in 2020 and a CERTIFIED FINANCIAL PLANNER™ Professional in 2021.Additional Information
In my free time I enjoy woodworking and spending quality time with my wife.NAPFA Start Date
February 25, 2021
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
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