CoverProfile

Spencer Rhode

Financial Planning Associate

Corvus Wealth Advisors

United States, California, San Luis Obispo

About Me

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

View more

Profile Information

Financial Planning Associate

Corvus Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Luis Obispo

California

United States

Aug 30, 2025

Work Experience

Corvus Wealth Advisors

Financial Planning Associate
Jun 2021 - Present
Email: spencer@corvuswealth.com

More profiles to browse

Profile Photo
Rob Garcia
Chief Executive Officer, Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ Practitioner
DH
Darla Hansen
Chief Administrative Officer
CH
Carolyn Herzog
Chief Investment Officer, Wealth Advisor and Managing Member
Profile Photo
Alison Venn
CERTIFIED FINANCIAL PLANNER™ Practitioner, Associate Advisor

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation