Financial Advisor
Spencer M Birch
AAMS®
1 Civic Center Dr Ste 264, San Marcos, CA 92069opens in a new windowServing clients with $1,000,000
Focus Areas
- Intergenerational Planning
- Inheritance Guidance
- Navigating Loss of Spouse
- Retirement Savings Strategies
- Retirement Income Strategies
Focus Areas
- Intergenerational Planning
- Inheritance Guidance
- Navigating Loss of Spouse
- Retirement Savings Strategies
- Retirement Income Strategies
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Snorkeling
- Hiking
- Pickleball
- Mountain Biking
Team Members
Colleen BrolliniBranch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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