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.

Learn from Aaron about his passion for working with clients, and why working with the team at Merriman can really make a difference.
I can’t think of a better place to work than here at Merriman.  Having the opportunity to work closely with clients who appreciate my help and guidance is a wonderful experience.  I am happy to be part of their lives and, personally, it is very rewarding to make such a large, positive impact on their lives and their future. 

Is Your 401(k) Healthy?

If you are like most of us, you likely visit your doctor’s office at least a couple of times a year. But when was the last time you had a check-up for your 401(k)? It would not surprise me if you said, “not in quite a while”. But getting a financial check-up for your...

Stretch IRA?

Have you ever heard the term “stretch IRA”? According to the IRS, there is no such thing. What has become known as a stretch IRA is really a withdrawal strategy geared to spread the tax-deferred status of your IRA assets across multiple generations. Basically this is...

Raising kids in the age of instant

Do you remember having to wait patiently for someone to return your call, instead of texting them your question?  I remember the excitement of call waiting, when it became an option to answer an incoming call when you were already on the phone. At my house now we...

Contact Aaron

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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.