Rich Spinner, CFP®, ChFC®

Financial Advisor, Managing Director

As a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Chartered Financial Consultant® (ChFC®), Rich leverages decades of experience in the financial services industry to empower clients to achieve their financial goals. As a Financial Advisor, he helps simplify complex situations to formulate strategies that address everything from day-to-day expenses, retirement, education, and investments. Through regular communication, Rich guides clients through important life changes, offering informed, strategic advice at every transition.

Experience:

  • Transcend Capital Advisors, Partner, Financial Advisor
  • Edge Wealth Management, Senior Financial Advisor
  • Deutsche Bank, Director

Education/Certifications:

  • SUNY Buffalo, BS, Accounting
  • CERTIFIED FINANCIAL PLANNER® (CFP®) designation
  • Chartered Financial Consultant® (CHFC®) designation