Spencer Friedman, CFP®, CRPC®
Advisor Associate
As an Advisor Associate in Wealthspire’s New York City office, Spencer works closely with clients and advisors throughout the financial planning process. Prior to joining Wealthspire, Spencer was an Assistant Vice President and Financial Solutions Advisor with Bank of America Merrill Lynch, where he spent several years working with high-net-worth clients. Spencer brings that perspective to his work at Wealthspire, helping advisors evaluate client needs and develop strategies aligned with their long-term goals. Spencer earned a Bachelor of Arts in Journalism from the University of Maryland. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
