Broker Check
Spencer Friedman, CFP®, CLU®

Spencer began working in the financial services industry over a decade ago after graduating from Northwestern University. He utilizes industry experience and a passion to help his clients transform the way they view their personal finances. Through a finely tuned integrated process of increased savings, tax efficient strategies, and a portfolio of diverse products and services, Spencer guides his clients towards financial independence.

As a CFP® — CERTIFIED FINANCIAL PLANNER™ Professional, Spencer is deeply rooted in the philosophy which states that wealth management is a two-sided coin, comprised of both protection and asset accumulation. His mission is to help his clients build robust and impregnable balance sheets which will help allow them to be nimble when meeting obligations and taking advantage of opportunities.

Spencer currently resides with his wife Samantha and son Asher in the Atlantic Highlands, NJ, where he likes to play tennis, golf, ski, and cook fancy meals for his family. He strongly believes that no meal is complete without a delicious sauce.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0H31314.