Spencer Su, Cfp®, Crpc®
About Spencer Su, Cfp®, Crpc®
Spencer Su is a Senior Vice President of Wealth Management and Portfolio Manager at UBS Financial Services, Inc., where he has worked since 2016. He holds the Chartered Retirement Planning Counselor (CRPC®) designation and is a Certified Financial Planner (CFP®), with an MBA from the Weatherhead School of Management at Case Western Reserve University.
Work at UBS
Spencer Su serves as the Senior Vice President of Wealth Management at UBS Financial Services, Inc. He has held this position since 2016, contributing to the firm's wealth management services in the Los Angeles Metropolitan Area. In his role as Portfolio Manager, he focuses on providing tailored financial strategies to meet the diverse needs of his clients. His experience at UBS spans over eight years, during which he has developed a reputation for delivering comprehensive wealth management solutions.
Education and Expertise
Spencer Su earned his Master of Business Administration (MBA) from the Weatherhead School of Management at Case Western Reserve University, where he studied Banking and Finance from 1989 to 1991. His academic background provides a solid foundation for his expertise in financial planning and wealth management. Additionally, he holds the Chartered Retirement Planning CounselorSM (CRPC®) designation, which signifies his specialized knowledge in retirement planning.
Certifications
Spencer Su is certified as a Certified Financial Planner (CFP®) by the Certified Financial Planner Board of Standards, Inc. This certification requires him to meet rigorous initial and ongoing certification standards, demonstrating his commitment to maintaining high professional standards in financial planning. The CFP® designation is recognized as a mark of excellence in the financial planning industry.
Professional Background
With a focus on wealth management, Spencer Su operates in the Los Angeles Metropolitan Area, where he provides a range of financial services. His role as a Portfolio Manager involves managing investment portfolios and developing strategies that align with clients' financial goals. His extensive experience in the financial sector enhances his ability to guide clients through complex financial decisions.