Spencer Borchelt, CFP®
My NET WORTHWHILE™ is working with advisors to help people learn how to steward money in a way so that it is a blessing to themselves and other people around them.
Skilled at viewing financial profiles holistically and dissecting potential gaps, Spencer works with advisors to build and execute wealth management blueprints that helps high-net-worth clients to enjoy their wealth now and in the future. He’s experienced in comprehensive financial planning, tax projections, creating and implementing investment strategies, estate and insurance planning, cash flow exhibiting, and helping clients analyze employer benefit opportunities.
Spencer earned his Bachelor in Business Administration in Finance from Kennesaw State University in 2018 and is a CERTIFIED FINANCIAL PLANNER™. In his free time, he enjoys challenging himself with strategic board games, long-endurance ultra-marathon runs, and backpacking trips with his dog, Sprig, and is an active member at Cross Point City Church.SAVE AS PDF
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.