MBA, CFP®, CEPA®
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
Spach & Associates
Areas of focus
- Retirement Planning Strategies
- Tax Planning Strategies
CFP® CERTIFIED FINANCIAL PLANNER™
CEPA® Certified Exit Planning Advisor®
- California Lutheran University - Master of Business Administration
- University of Phoenix - Bachelor of Science in Business Administration
Awards & recognition
- Ameriprise Circle of Success, 2016 - 2022
Financial Planning Association
- My wife Charissa and I enjoy traveling.
- We enjoy going to Mammoth year round to ski, hike and relax.
- We make a couple of visits a year to California wine country
- I spend free time surfing, golfing and playing tennis.