Spencer D. Crow,  CFP<sup>&reg;</sup> - Financial Advisor

Spencer D. Crow, CFP®

MS, ChFC®,RICP®

Director , Financial Planning

Edelman Financial Engines

19026 Ridgewood Pkwy, Ste 316
San Antonio, TX 78259-5502
FINANCIAL ADVISOR'S WEBSITE
(210) 268-1129 CONNECT WITH Spencer
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

General

Spencer Crow is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Edelman Financial Engines in San Antonio, TX and the surrounding communities.

Financial Advisor Overview

As a CERTIFIED FINANCIAL PLANNER™ & Dave Ramsey SmartVestor Pro at Edelman Financial Engines in San Antonio, I am passionate about helping my clients get to and through a successful retirement. To me, nothing is more fulfilling than helping others succeed in their financial goals and giving their families an opportunity to secure a better life. Your trust is everything; my goal is to make sure you understand how your money is being invested so you can be confident in our strategy and approach, freeing you up to focus on enjoying life and provide peace of mind knowing that you are working with someone that cares about your finances as much as you do. You can’t get anywhere in life without a plan. That is why it is my mission to deliver comprehensive, goals-based, fee-only, personal financial planning. It takes a unique perspective to combine all of your assets into one view – not just to see them all, but to make sense of them all. I will provide a view not just into your retirement savings, but also Social Security, insurance, estate planning, college, health care - the full picture - all while putting your best interests first as I will always act as a loyal fiduciary. When we meet, we will have conversations about your financial goals and working toward the retirement you want. We'll discuss your overall portfolio and your probability of reaching your retirement goals based on your current approach, as well as the changes you can make to your Social Security claiming strategy, investments, savings rate or expectations that will improve the likelihood of achieving those goals. If this common sense approach to investing and financial planning makes sense to you, please give me call me at (210) 826-9400 to schedule a free, no-obligation consultation today!

More

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MS, CFP®, ChFC®, MPAS®, RICP®,CRPC®, AWMA®, AAMS®, CFS®

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Starting a Family, Sudden Wealth, Personal Taxes

More

Helpful Financial Planning Resources