Rich Spinner, CFP®, ChFC®
Financial Advisor, Managing DirectorAs 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