Spencer joined Commonwealth Financial Group after spending several years in the industry with various firms. Spencer delivers a relationship and process-oriented approach to every case helping his clients maximize their financial potential and make efficient financial decisions along the way. He brings a friendly and passionate charisma to every meeting all while helping his clients achieve their goals.
Spencer graduated from Fairfield University with a B.S. in Finance and a minor in Accounting. At Fairfield he was also part of the Finance and Accounting clubs on campus and was very active in the intramural sports offered throughout the semester. From Fairfield, Spencer then obtained his Masters degree in Finance from Southern New Hampshire University. Spencer never stops learning and that is proven from his continuous pursuit of financial licensures just like his current Chartered Retirement Planning Counselor license.
Spencer grew up residing in Townsend, MA with his loving family but has since moved to Clinton, MA with his girlfriend Julia.
101 Federal Street, Suite 800
Boston, MA 02110