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Bruce Spencer
Bank on Yourself Authorized Advisor at Spencer Financial & Insurance Services
Bruce Spencer is a financial advisor with over 40 years of experience in the financial services industry.13 Born in Toledo, Ohio, he grew up in the Midwest and graduated with honors from the University of Toledo, School of Business Administration, majoring in Finance and Accounting.1
Spencer's career includes:
- Serving 4 years honorably in the United States Air Force1
- Working for trust companies in Ohio and Colorado1
- Heading an employee benefits record keeping firm in Atlanta, Georgia1
- Serving as marketing vice president for an employee benefits record keeping firm in Sacramento, California1
- Working as executive vice president at Lexington Plan Administrators1
In 1995, Spencer co-founded his own financial planning services firm.1 He is now a Bank On Yourself™ Certified Advisor, specializing in teaching individuals, families, and businesses how to "Bank on Themselves".12 This strategy aims to help clients create a passive tax-free stream of retirement income for life by leveraging the concept of the velocity of money.1
Spencer Financial & Insurance Services, based in Sudbury, Massachusetts, is where Bruce Spencer currently works as a Bank On Yourself Authorized Advisor.4 He is one of only 200 advisors in the U.S. and Canada who have passed the rigorous training and requirements to become a Bank On Yourself Professional.5
