BRETT SPENCER
Impact Financial
As a Certified Exit Planning Advisor (CEPA®), Brett Spencer is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Brett Spencer - CEPA, CFP - Impact Financial - Chicago, Illinois, city=Chicago, cepa_since=2016, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=brett-spencer, lname=Spencer, designations=[CEPA, CFP-2], hs_object_source_id=28461106, hs_created_by_user_id=44511833, hs_createdate=1663079394655, cohortium_profile_title=Brett Spencer | Financial Advisor at Impact Financial | CEPA™ since 2016 | CEPA Connect Member, state=Illinois, hs_was_imported=true, id=2835783222, designations__text_=CEPA, CFP, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Brett Spencer, email=bspencer@planningimpact.com, cohortium_meta_description=Connect with Brett Spencer, a specialized Financial Advisor working with Impact Financial based in Illinois. Credentials include: CEPA, CFP., associated_contact_record_id=2069954, website=https://planningimpact.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20MAY%202016/573_Spencer_CEPA-certificate_2016-MAY-CHI.pdf, is_editable=editable, url_slug_2=brett-spencer, impersonate_user_url=https://exit-planning-institute.org/member-detail/brett-spencer?impersonation=true, full_name=Brett Spencer, hs_lastmodifieddate=1766024036386, phone=13123326589, company_name=Impact Financial, name=Brett, hs_object_id=2835783222, associated_resources=0, hs_object_source=IMPORT, postal_code=60618, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://planningimpact.com/ - Phone: 13123326589
- City: Chicago
- State: Illinois
- Postal Code: 60618
- Country: United States
- Designations: CEPA, CFP
- Markets Served:
- Company Name: Impact Financial
