Spencer serves as a Financial Planning Associate with Corvus Wealth Advisors and holds North American Securities Administrators Association (NASAA) Series 65 certification. Spencer enjoys providing warm and friendly service to our clients as he loves getting to know new people. Spencer graduated Magna Cum Laude from Cal Poly, San Luis Obispo in 2021, with a Bachelor of Science in Economics – Financial Management. During his time as an Economics and Finance student, Spencer realized the complexity and difficulty in navigating the world of finance which made him decide to dedicate his career to helping people navigate that complexity. While new to the finance industry, Spencer gained a wide


Spencer Rhode
Financial Planning Associate
Corvus Wealth Advisors
United States, California, San Luis Obispo
About Me
Profile Information
Financial Planning Associate
Corvus Wealth Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Luis Obispo
California
United States
Feb 26, 2025
Work Experience
Corvus Wealth Advisors
Financial Planning Associate Jun 2021 - Present
Email: spencer@corvuswealth.com
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