Bellevue

Aaron Spencer

CFP®, ADPA

Senior Wealth Advisor

10900 NE 8th St, Suite 780
Bellevue, WA 98004

Aaron Spencer
Aaron Spencer

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • ADPA – Accredited Domestic Partnership Advisor

About Aaron

Aaron’s passion for finance developed by the time he was 12, and he has worked tirelessly to make his goal of becoming a stockbroker a reality.

What he appreciates most about working in this industry is the ability to build close-knit and collaborative relationships with both his clients and his coworkers. He feels his primary responsibility is to protect and defend the families he takes care of from anything life might throw in their way, making sure they can live fully.
He hopes that, between the skills he brings to bear and the friendships that come about, his impact on his clients’ lives will be strong. 

Aaron has lived in Duvall, Washington, for more than 20 years with his wife Dawn and their teenagers, Sören and Marcella. Everyone in the household has an alpha personality, and they battle to tell the funniest jokes nearly every evening. Teasing and talking trash is not for the faint of heart, but, Aaron says, it’s so much fun to be able to tease each of his kids, and he suspects the high point of their day is seeing how many potshots they can get in against Dad.

The family enjoys watching who movies, binge-watching detective shows, and cooking meals together on weekends when time allows. Aaron also has had a lifelong passion for building things. If he is not building a financial plan for a family, then he is building with LEGOs, which he has been collecting since he was a child.