Paul C. Spencer, CFP<sup>&reg;</sup> - Financial Advisor

Paul C. Spencer, CFP®

MBA,ChFC,CRPC

Paul C. Spencer & Associates

3908 Springfield Rd
Glen Allen, VA 23060
(804) 937-8617

General

Paul Spencer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Paul C. Spencer & Associates in Glen Allen, VA and the surrounding communities.

Financial Advisor Overview

As a Private Wealth Advisory practice of Ameriprise Financial, we can help you pursue your dreams for retirement with our comprehensive approach to financial planning. We will address your key retirement needs, including covering essential expenses, ensuring your lifestyle in retirement, preparing for the unexpected, and leaving a legacy. Our goal is to take the uncertainty out of planning for your future. 

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CRPC, CLTC

Insurance Licenses

  • Life insurance: Va,NY
  • Health/disability insurance: Va
  • Fixed annuities: Va
  • Variable annuities: Va

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FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources