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Spencer Crow, CFS®, CFP®, ChFC®, CRPC®, AAMS®, AWMA, RICP, MPAS

Member in Good Standing
Director , Financial Planning
Edelman Financial Engines · San Antonio, TX
CFS®
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About Spencer

Your goals are unique — and so is your financial journey. The further you go in life, the more complex your financial picture becomes. That’s why having a trusted partner by your side is essential.

 

As a CERTIFIED FINANCIAL PLANNER™ professional at Edelman Financial Engines in San Antonio, I help individuals and families navigate retirement with confidence, clarity, and a personalized plan they understand.

 

I take a comprehensive, goals-based approach to financial planning — aligning your investments, tax strategy, estate plan, retirement income, insurance, charitable giving, and education planning into one cohesive, actionable roadmap.

 

As a fiduciary, I’m committed to always acting in your best interest. You’ll know what you own, why you own it, and how it fits into your bigger picture — empowering you to make confident decisions about your future.

 

My goal is to help my clients feel informed, supported, and in control — so they can focus on living the life they’ve worked hard to build.

 

Outside the office, I’m a lifelong Texan, devoted husband, and proud father of four. I’m also a fitness and outdoors enthusiast, and a passionate traveler exploring the world with my family.

 

If you’re looking for a trusted advisor who cares about your finances as much as you do, feel free to connect. I’m happy to offer a no-obligation conversation.

Education

Bachelor's degree
Master's degree

Licenses

Series 7
Series 66
Registered Investment Advisor
Life
Accident & Health

Other Credentials

CFP® ChFC® CRPC® AAMS® AWMA RICP MPAS

IBF Designations

Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Interested in earning an IBF designation? Explore all programs

Contact Spencer

Edelman Financial Engines
San Antonio, TX
Email

At a Glance

IBF Designations 1
Member Since 2012
Other Credentials 7
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

What makes an IBF-designated advisor different?

1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.