About Spencer Brady
Spencer is originally from Houston, Texas, and came to Southern California in 2009 by way of his service in the United States Marine Corps where he served as a Reconnaissance Marine. After the Marine Corps, Spencer received his BS in Technology and Engineering Studies from Brigham Young University and his MBA from Georgetown University.
Spencer and his wife, who is an active-duty officer in the Marine Corps, moved back to San Diego in 2023. He currently resides in Oceanside, remains actively engaged in the military community, and frequently attends local car shows with other automotive enthusiasts. Spencer is our Financial Planning Specialist and brings a goals-based approach to retirement planning. He prides himself on helping you navigate life’s challenges and empowering you to make smart decisions about your wealth now and over time.
Securities Agent: PA, NJ, UT, TN, MN, FL, AZ, AR, WY, WI, SC, NV, NC, MT, MI, NY, MO, MD, MA, KS, AL, PR, IN, CA, AK, WA, OR, WV, OK, OH, DE, TX, HI, CT, CO, VT, IL, VA, NE, ID, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 2676909