Spencer Lloyd, CFP®, AIF®
Wealth Manager, Partner
Spencer serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 15 years of experience in the financial services industry, Spencer offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he was a Wealth Manager at an independent investment advisory firm.
Spencer holds a Bachelor of Science degree in finance and economics from Utah State University and a Master of Science degree in family financial planning from Oklahoma State University. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards, and an Accredited Investment Fiduciary<sup>®</sup>, as designated by Fi360.
Spencer and his wife, Chelsea, live with their two children, Charlie and Grace. Outside of work, Spencer enjoys golfing and spending time with his family.
Articles by Spencer Lloyd, CFP®, AIF®
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