Claude Spencer, CFP®, CIM, CIWM, FCSI, FMA

VP, Advisory Services

I have a true passion for financial literacy.

One of the things I like best about working at WealthCo is the opportunity it provides for building deep client relationships and seeing my clients thrive in both their personal and professional lives.

 
 
 

Question & Answers

 

  • Leadership, mentorship, and an uncanny ability to build relationships quickly.

  • The effectiveness and strength of Integrated Advisory Network and the opportunity to build deep and mutually beneficial relationships.

  • Depends on the season! In summer you’ll find me hiking, biking, or kayaking. In the winter it’s hiking or reading.