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Spencer Robbins

Financial Planning

Contact Information:

Rocklin, CA 95677
United States

Clients I'm Seeking:

 

Individuals that have retirement plans from former companies. Business owners wanting to pay less in taxes, and plan for successful succession and retirement.

About My Business:

 

Spencer Robbins was born, raised and except for college at Oregon State University, he is a life long resident of Northern California. He understands the challenges residents face in the greater Sacramento area. His past includes over twenty years in the real estate industry with experience ranging from sales, brokerage, property management, real estate investments, tax deferred exchanges and real estate analysis. His natural and relaxed communications style suites him when working with business owners, employees and corporate executives. Education and Accomplishments: • Ambassador- Roseville Chamber of Commerce • Bachelor of Science, Business Administration – Oregon State University • Series 7 & 66 Securities Registrations. • CA Life & Health Insurance license, CA Lic. # 0G83653 • CA Real Estate Brokers license

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