Spencer Johnston

Associate Wealth Advisor @Applied Financial Planning, Inc

I am so proud to be a big part of the Applied Financial Planning Family. My role is to work closely with our Senior Wealth Advisors to help our clients attain clarity and pursue their financial goals. My focus is on phenomenal client service and retention, not on sales. My high-energy gift is a blessing for this role because I am making sure all our client support teams and tasks are moving forward on schedule to ensure our process is thorough and stress-free. Disclosure: Non-producing registered representative of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance License# 644976), member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness. Endorsements, Recommendation, and/or Reviews received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results may vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience.