Cfp Spencer Johnston Cdfa Email & Phone Number | I have sixteen years of experience in the financial planning industry. I currently work as a Senior Financial Planning Consultant with the LPL Financial Planning Group. My main role is to review client cases with advisors to find planning opportunities. I also research and answer questions on a wide variety of planning topics. As a secondary role, I help advisors model and create advanced plans in eMoney. When I was a Senior Analyst at LPL, my team revamped the departments planning programs to give advisors more flexibility when planning with clients. We also developed an internal system to allow advisors the option to charge fees by credit card or ACH using an authorized third party. At my last employer, The Gensler Group, I worked as an Associate Advisor. In this role, I supported the lead advisors in every aspect of the financial planning process. My main duty was to prepare eMoney’s financial planning reports and cash flow projections. I optimized the software by leveraging the “what-if” and advanced planning tools to help clients visualize potential financial pitfalls. At Heritage Wealth Management I was the Director of Operations. I oversaw all internal operations for account management, investment monitoring, staff training, and office compliance for the RIA and broker/dealer. My main duties were to organize and oversee all project management which included customer service and quality control of account applications and appointment preparation. I hold series 7, 63, 65 securities licenses and the CFP and CDFA designations. I plan to obtain the CAP, Chartered Advisor of Philanthropy.

Cfp Spencer Johnston Cdfa

I have sixteen years of experience in the financial planning industry. I currently work as a Senior...
San Diego, California, United States

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Cfp Spencer Johnston Cdfa’s Email spencer.cdfa@lpl.com

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Cfp Spencer Johnston Cdfa’s Location San Diego, California, United States

Cfp Spencer Johnston Cdfa’s Current Industry Lpl Financial

Cfp Spencer Johnston Cdfa’s Prior Industry The Gensler | Johnston Accountancy | Heritage Wealth Management | Lifetime Financial Advisors | La Jolla Bank

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Work Experience

Lpl Financial

Senior Financial Planning Consultant - Financial Planning Group

2020-09-01T00:00:00.000Z - Present

The Gensler

Financial Advisor Associate

2017-10-01T00:00:00.000Z - 2018-04-01T00:00:00.000Z

Johnston Accountancy

Accounts Receivable Clerk

2017-06-01T00:00:00.000Z - 2017-09-01T00:00:00.000Z

Heritage Wealth Management

Director Of Operations

2012-02-01T00:00:00.000Z - 2017-05-01T00:00:00.000Z

Lifetime Financial Advisors

Senior Operations Coordinator

2006-07-01T00:00:00.000Z - 2012-02-01T00:00:00.000Z

La Jolla Bank

Customer Service Representative

2004-09-01T00:00:00.000Z - 2006-07-01T00:00:00.000Z

Skills

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Languages

No Languages Available

FAQ About Cfp Spencer Johnston Cdfa

Cfp Spencer Johnston Cdfa is located at
San Diego, California, United States

Cfp Spencer Johnston Cdfa is a I have sixteen years of experience in the financial planning industry. I currently work as a Senior Financial Planning Consultant with the LPL Financial Planning Group. My main role is to review client cases with advisors to find planning opportunities. I also research and answer questions on a wide variety of planning topics. As a secondary role, I help advisors model and create advanced plans in eMoney. When I was a Senior Analyst at LPL, my team revamped the departments planning programs to give advisors more flexibility when planning with clients. We also developed an internal system to allow advisors the option to charge fees by credit card or ACH using an authorized third party. At my last employer, The Gensler Group, I worked as an Associate Advisor. In this role, I supported the lead advisors in every aspect of the financial planning process. My main duty was to prepare eMoney’s financial planning reports and cash flow projections. I optimized the software by leveraging the “what-if” and advanced planning tools to help clients visualize potential financial pitfalls. At Heritage Wealth Management I was the Director of Operations. I oversaw all internal operations for account management, investment monitoring, staff training, and office compliance for the RIA and broker/dealer. My main duties were to organize and oversee all project management which included customer service and quality control of account applications and appointment preparation. I hold series 7, 63, 65 securities licenses and the CFP and CDFA designations. I plan to obtain the CAP, Chartered Advisor of Philanthropy.

Cfp Spencer Johnston Cdfa currently works in the Lpl Financial |

No Languages Available

Cfp Spencer Johnston Cdfa has prior
experience in the following industries:
The Gensler | Johnston Accountancy | Heritage Wealth Management | Lifetime Financial Advisors | La Jolla Bank

Cfp Spencer Johnston Cdfa has the following professional experience:
Lpl Financial | The Gensler | Johnston Accountancy | Heritage Wealth Management | Lifetime Financial Advisors | La Jolla Bank