Spencer Wilson
About Spencer Wilson
Spencer Wilson is a Senior Associate at Transamerica, specializing in retirement planning, debt management, and financial education. He advocates for financial literacy and social betterment, incorporating faith-based principles into his community service efforts.
Work at Transamerica
Spencer Wilson has served as a Senior Associate at Transamerica since 2013. His role focuses on providing clients with guidance in retirement planning, debt management, and financial education. Based in the Portland, Oregon Metropolitan Area, he leverages his expertise to help individuals navigate their financial journeys. Wilson's commitment to client service has contributed to his longevity in the position, reflecting his dedication to the financial well-being of his clients.
Education and Expertise
Spencer Wilson earned a Bachelor of Arts (B.A.) in Communication and Media Studies from Bushnell University, where he studied from 2001 to 2005. His educational background supports his professional focus on financial literacy and effective communication with clients. Wilson is also a licensed health and life insurance agent in Oregon, Washington, and California, which enhances his ability to provide comprehensive financial services.
Background
Spencer Wilson advocates for financial literacy and social betterment within his community. His approach to financial planning incorporates faith-based principles, reflecting his values and commitment to serving others. Wilson believes in the importance of social outreach, aiming to empower individuals through financial knowledge and careful planning. His background informs his dedication to building a better future for communities.
Achievements
Throughout his career, Spencer Wilson has specialized in retirement planning, debt management, and financial education. His advocacy for financial literacy has positioned him as a resource within his community. Wilson's efforts in promoting social betterment demonstrate his commitment to improving the financial landscape for individuals and families.