Spencer Welch, CFP®, AFC®

Wealth Advisor

HUB Retirement and Wealth Management

Sandy, UT
| 801-960-7887  | Send a Message | Book a Meeting

Background

Spencer has been part HUB Retirement and Wealth Management since 2020. As a Certified Financial Planner (CFP®) and Accredited Financial Counselor (AFC®), Spencer specializes in retirement planning, tax planning, investment portfolio management, estate planning, and financial education. Spencer has a B.S. in Personal Financial Planning from Utah Valley University, a top 3 financial planning program nationally. Outside of work, he enjoys playing soccer and golf and spending time with his wife, Chiara and their son, Hayes.

Advisor Location

Main Office:

75 W. Towne Ridge Parkway, Tower 2, Suite #400, Sandy, UT 84070

Sandy, UT Office →

Areas of Focus

  • Wealth Management
  • Financial Planning
  • Investment Advisory
  • Tax and Estate Planning Strategies
  • Employer-Sponsored Retirement Plans
  • Fiduciary Assistance
  • Employee Financial Wellness
  • Financial Education
  • Executive Financial Planning
  • Employee Financial Education
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