Aaron Spencer

Wealth Advisor, CFP® ADPA ®

Aaron is a CERTIFIED FINANCIAL PLANNER™ who came to us from U.S. Bancorp, where he worked for seven years as a financial specialist. He has been with Merriman since 2005 and has over 20 years of experience in delivering counsel and peace of mind to clients. He graduated from the University of Washington with two bachelor’s degrees: one in economics and one in Germanics.

Aaron lives in Duvall, Washington and enjoys playing tennis, working in his yard, traveling, and spending time with friends. He has a high fluency in German and is a LEGO enthusiast, and has been passionate about both interests since childhood.

The Appeal of Becoming a Snowbird

Tired of the gray skies and rain? Have you considered being a snowbird? Once a term associated with retired, older adults who really feel the sting of a brisk winter, these days the life of a snowbird can be just as appealing to younger people, especially those with flexible career options.

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.