Advisor profile


My approach

Sophia Spencer - My approach photo

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Sophia Spencer - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Boston University, Master of Science and Management
  • Washington State University, Bachelor of Arts

Interests

  • Travel
  • Gardening
  • Reading
  • Spending time with my son and my husband

Community participation

Former Board Member of Lower Columbia Cap Foundation 2006-2013.

Awards & recognition

  • Ameriprise Circle of Success, 2013-2019

Previous experience

  • CUNA Mutual Group, 1998-2011