Spencer Welch, CFP, AFC

Client Relationship Manager

HUB Retirement and Wealth Management

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

Background

Spencer Welch leads the service team for HUB’s wealth management practice of financial planning and investment portfolio services. Spencer has been with HUB since 2020, and specializes in retirement planning, tax planning, investment planning, estate planning, credit and debt management, and financial education. Spencer has a B.S. in Personal Financial Planning from Utah Valley University, a top 3 financial planning program nationally. He is a Certified Financial Planner (CFP®) and Accredited Financial Counselor (AFC®). Outside of work, Spencer enjoys playing sports like soccer and golf and spending time with his wife, Chiara.

Advisor Location

Main Office:

10011 S Centennial Parkway, Suite 300, Sandy, UT 84045

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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