Jordan Spencer (CFP®)
Jordan Spencer focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Insurance Related Issues
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Insurance Related Issues
Planning Specialties
We specialize in the needs of corporate counsels and in-house attorneys. We are located in the Oklahoma City Metro, and connect with all our clients virtually, nationwide.NAPFA Start Date
December 14, 2022