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Spencer Financial & Insurance Services
Bruce Spencer recently hit seven Amazon.com best-seller lists with the new book,
“The Secret To Lifetime Financial Security.”
The royalties from this project will be given to Entrepreneur’s International Foundation, a not for profit organization dedicated to creating unique launch campaigns to raise money and awareness for charitable causes.
Contact Bruce Spencer for any questions you may have regarding your insurance or financial planning at Spencer Financial Services.
About Bruce Spencer:
Bruce Spencer is a financial adviser with over 40 years of experience in the financial services industry; Bruce was born in Toledo, Ohio and grew up in the Midwest. Bruce graduated with honors from the University of Toledo, School of Business Administration with majors in both Finance and Accounting; he served 4 years honorably in the United States Air Force.
He then worked for two different trust companies in Ohio and Colorado. His pioneering work in the employee benefits record keeping area for the United Bank of Denver landed him a job in Atlanta, Georgia heading up an employee benefits record keeping firm whose customers were major Fortune 500 companies.
He then accepted an offer to become the marketing vice president for an up and coming employee benefits record keeping firm in Sacramento, California in 1978. During his tenure he saw the firm’s client base grow from a few hundred to over 13,000 clients. He developed strategic relationships with CPAs and Tax attorneys that continue today.
In 1989 Bruce was offered the position of executive vice president to head up the employee benefit record keeping division of Lexington Plan Administrators. He accepted the offer because it came not only with the challenge to turn the company around, but also to expand his securities and financial planning training. There, he had the good fortune to work with another fellow Midwesterner who was a CFP, CPA and Tax Attorney and was the EVP of the Marketing Division. They hit it off well, jointly helped many clients and eventually, in 1995, left to start their own financial planning services firm.
On April 7th, 1997 his beautiful wife Bonnie suffered a major stroke. This life-changing event required him to change the way he delivers his services to his clients and prospective clients and because of time constraints, become more of a specialist. This is why he now asks his clients to come to his home office or work with him virtually and why he decided to become a Bank On Yourself™ Certified Adviser.
CA License #0A12120