Amelia Spencer

CFP
529 & College Planning
Amelia Spencer
Amelia Spencer, CFP®, is dedicated to helping families achieve their education savings goals. As a financial advisor, Amelia specializes in 529 plans and college planning strategies, guiding clients through the complexities of funding future education expenses. She holds a strong foundation in finance from La Salle University and leverages her expertise to create personalized plans that maximize savings and minimize financial burdens. Amelia believes in building lasting relationships with her clients, offering clear and straightforward advice every step of the way. Outside of finance, Amelia enjoys the vibrant local arts scene and even has a recurring role as an extra in local theater productions!
💡 Fun Fact: I have a recurring role as an extra in local theater.
Language(s) English
Gender F
Colleges La Salle University
Accreditations CFP
Specialty 529 & College Planning
Assigned Branch LOC_SJ_07