David Earl Spencer is a skilled and compassionate financial advisor. He has over two decades of extensive experience in product development and marketing in the banking industry, including that for credit unions and insurance companies nationwide. David has access to many different resources, which help him create a customized wealth management strategy for each client. He is excellent at helping his clients identify and establish realistic, obtainable wealth management goals. David is particularly passionate about assisting clients who work in various parts of the healthcare industry to manage their short-term and long-term financial goals, from purchasing their first home to retirement planning. He has years of experience working with these individuals and feels passionate about giving back to the helpers, providing them with guidance on their current and future finances. This allows his clients to spend more quality time with families and recreational interests. He knows everyone is unique and that it’s essential to equip his clients with customized, workable strategies.
In addition to his extensive education, David is proud to hold the Chartered Financial Consultant (ChFC®) designation. He describes himself as highly organized, efficient, and passionate about his work as a financial advisor for Broadway Wealth Management of LPL Financial.
Outside of his financial planning career, David enjoys spending time with his wife of 25 years and his three children. He also loves participating in his church and community service projects.