Spencer Cazier, CFP®

Financial Advisor at Navigate Private Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Layton, Utah, United States, US
Languages
  • English Native or bilingual proficiency
  • Chinese, Mandarin Native or bilingual proficiency

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2020
    - Sep, 2024
  • Series 65 - Uniform Investment Adviser
    U.S. Securities and Exchange Commission
    Mar, 2018
    - Sep, 2024
  • Licensed in Accident & Health and Life Insurance
    State of Utah
    Sep, 2017
    - Sep, 2024

Experience

Education

  • College for Financial Planning
    Certified Financial Planner™, - Investments, Retirement Income, Income Tax, Insurance and Risk Management, Estate Planning
    2019 - 2020
  • Utah State University - Jon M. Huntsman School of Business
    B.A., Economics and International Business
    2008 - 2013

Community

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