I am a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional who is dedicated to helping clients achieve their financial goals and aspirations. I work closely with clients to understand their needs and concerns, and I use my expertise and education to develop and implement strategies tailored to their unique financial objectives. My responsibilities include monitoring portfolios and holdings, analyzing performance, tax efficiency, and diversification, and regularly reviewing assets, cash flow, and non-traditional investments to ensure my clients are on track.
I graduated from Brigham Young University with a Bachelor of Science in Economics, a Bachelor of Arts in Spanish Studies, and a minor in Global Business & Literacy. I also completed my Financial Planning Certificate Program through Northwestern University, which has further equipped me with the knowledge and skills needed to provide comprehensive financial planning services.
I am passionate about financial planning and the positive impact it has on people's lives. I believe in educating and guiding my clients, and I approach each new client with an open mind, working towards their individual financial goals. I am from Portland, and I am lucky to call the Pacific Northwest my home, where I can enjoy the outdoors and spend time with my family.
In my free time, I enjoy a variety of outdoor activities such as horseback riding, golf, and sports with my family. I am married and have a baby boy, and my family has been incredibly supportive of my career. They have made sacrifices to help me grow professionally and have helped me understand the importance of providing financial security for families.
Spencer Bateman offers securities in the following states: AL, AZ, CA, CO, DC, FL, GA, HI, ID, KS, MI, MO, OH, OR, SC, UT, WA and is insurance licensed in OR.