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Cfp Spencer Dung Chfc

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Cfp Spencer Dung Chfc

Qualifying Member - Court of the Table | WestPac Wealth Partners

Hawaii, United States

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Cfp Spencer Dung Chfc

Summary

Cfp Spencer Dung Chfc is a dedicated financial advisor based in Hawaii, specializing in helping clients achieve financial balance while nurturing team development to benefit the community. With a rich family background in financial advisory, he has a deep understanding of client needs, allowing him to create tailored financial plans. Spencer's professional journey includes significant roles at Westpac Wealth Partners and the Million Dollar Round Table, where he has been recognized for his exceptional contributions to the financial services industry. He is passionate about making a positive impact and enjoys exploring new cultures and cuisines during his travels. Spencer is also an active participant in community events, bringing a unique blend of personal and professional interests to his work. His commitment to client service and ethical conduct sets him apart in the financial sector. Outside of work, he enjoys golfing and beach outings, reflecting his love for the Hawaiian lifestyle.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Cfp Spencer Dung Chfc

Work Experience

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Qualifying Member - Court of the Table at

MDRT

January 2019 - Present

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Managing Director | Wealth Management Advisor at

WestPac Wealth Partners

July 2018 - Present

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Senior Financial Services Representative at

Foresters Financial Services

March 2018 - June 2018

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Assistant Vice President and Assistant Branch Manager at

Foresters Financial Services

January 2014 - March 2018

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Financial Services Representative at

Foresters Financial Services

April 2012 - January 2014

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Cfp Spencer Dung Chfc

Education

University of California, San Diego, Bachelor Of Arts

January 2008 - January 2012

Punahou School, High School Dipolma

January 1995 - January 2008

Frequently Asked Questions about Cfp Spencer Dung Chfc

What is Cfp Spencer Dung Chfc email address?

Cfp Spencer Dung Chfc's primary email address is ************@westpacwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Spencer Dung Chfc work for?

Cfp Spencer Dung Chfc is a Qualifying Member - Court of the Table at WestPac Wealth Partners, a company specializing in Functions related to depository banking.

Where Cfp Spencer Dung Chfc graduated from?

Cfp Spencer Dung Chfc holds a degree in Economics from University of California, San Diego.

How can I directly contact Cfp Spencer Dung Chfc?

To contact Cfp Spencer Dung Chfc directly, you can use the email address ************@westpacwealth.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Spencer Dung Chfc?

Cfp Spencer Dung Chfc is a dedicated financial advisor based in Hawaii, specializing in helping clients achieve financial balance while nurturing team development to benefit the community. With a rich family background in financial advisory, he has a deep understanding of client needs, allowing him to create tailored financial plans. Spencer's professional journey includes significant roles at Westpac Wealth Partners and the Million Dollar Round Table, where he has been recognized for his exceptional contributions to the financial services industry. He is passionate about making a positive impact and enjoys exploring new cultures and cuisines during his travels. Spencer is also an active participant in community events, bringing a unique blend of personal and professional interests to his work. His commitment to client service and ethical conduct sets him apart in the financial sector. Outside of work, he enjoys golfing and beach outings, reflecting his love for the Hawaiian lifestyle.

Cfp`s contact details

mail

************@westpacwealth.com

*****@mdrt.org

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