Verified recordFinancial Services

Shane Spence

Financial Planner at The Lifewealth Group

Based in Winter Garden, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Winter Garden

Industry

Financial Services

Company size

Contact information

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s•••••••@thelifewealthgroup.com

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Background

About Shane Spence

Passed the CFP exam & CFA level 1 exam in 2024 and am currently a CFA level 2 candidate. With a career spanning management, investment representative, data analysis, and financial advisory roles, l offer a diverse skill set and extensive experience in navigating complex business landscapes. Throughout my professional journey, I have demonstrated proficiency in leadership, cultivating strong client relationships, analyzing data sets to derive actionable insights, and providing sound financial advice. I am adept at leveraging my expertise to drive business growth, optimize operations, and deliver exceptional results. Additionally, I hold essential licenses including Series 7, Series 63, Series 65, Series 66, Life/Health Insurance and SIE, empowering me to offer comprehensive financial solutions to high net worth clients.

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