Spencer Crow

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IBF Membership Status: Active

Spencer Crow

Title:

Director , Financial Planning

Company:

Edelman Financial Engines

Phone:

(210) 268-1129

Fax:

(866) 742-7222

Website:

https://www.edelmanfinancialengines.com/financial-planners/advisor/?id=85

Address:

19026 Ridgewood Pkwy, Suite 316

San Antonio

TX

78259

US

Map

IBF Designations:

Certified Fund Specialist^® - CFS^®

Member Since:

2012

Education:

Bachelor's degree

Master's degree

Licenses:

Series 7

Series 66

Registered Investment Advisor

Life

Accident & Health

Add. Designations:

CFP

ChFC

CRPC

AAMS

AWMA

RICP

MPAS

Profile:

As a CERTIFIED FINANCIAL PLANNER™ and Dave Ramsey SmartVestor Pro at Edelman Financial Engines in San Antonio, Texas, 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, mortgages, 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) 268-1129 to schedule a free, no-obligation consultation today!

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Call Us Now

Telephone : (800) 848-2029

Our Address

PO Box 371243
San Diego, CA, 92137 USA

Send Us A Message

Main Email : info@icfs.com
Student Services: studentservices@icfs.com

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Certified Fund Specialist

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Spencer Crow

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Certified Fund Specialist

Certified Annuity Specialist

Additional Programs

Financial Knowledge Center

Why IBF

Contact

Spencer Crow

For Advisors by Advisors. Browse all Programs.

Call Us Now

Our Address

Send Us A Message

About IBF

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