Spencer Angell, Cfp®, Crpc®
About Spencer Angell, Cfp®, Crpc®
Spencer Angell is a Site Manager for the Retirement Planning Consultant Team at Wake Forest Baptist Medical Center, where he has worked since 2012. He possesses extensive expertise in retirement plan design, compliance, and fiduciary review processes.
Work at Transamerica
Spencer Angell has been employed at Transamerica Retirement Solutions since 2009, serving as a Retirement Planning Consultant at Wake Forest Baptist Medical Center. In this role, he has focused on retirement planning and has been instrumental in managing the Retirement Planning Consultant Team. His tenure at Transamerica has spanned over 15 years, during which he has developed expertise in various retirement plans and fiduciary review processes.
Education and Expertise
Spencer Angell studied at the University of North Carolina at Greensboro, where he earned a Bachelor of Science degree in Management and Marketing from 1985 to 1989. He furthered his education at the College for Financial Planning, completing the Certified Financial Planner Professional Education Program. His expertise includes strategic relationship planning, consultative cross-selling, and extensive knowledge in designing and consulting on retirement plans such as 401(k), 403(b), and ESOP.
Background
Before joining Transamerica, Spencer Angell worked at The Hartford as an Assistant Director in the Retirement Plans Group for a brief period in 2008. His career has been marked by a focus on retirement solutions and compliance, contributing to his strong background in the financial services industry. He has experience in new business development and managing implementation and conversion projects.
Achievements
Spencer Angell holds multiple FINRA licenses, including Series 6, 7, 63, and 66. He is also a SPARK Accredited Retirement Plan Specialist. His professional qualifications reflect his commitment to the retirement planning field and his ability to navigate complex compliance and testing requirements. His role in fiduciary review processes and institutional investment products further underscores his expertise in the industry.