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Spencer Sherman Cfp

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Spencer Sherman Cfp

Founder | Abacus Wealth Partners

San Francisco, California, United States

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Spencer Sherman Cfp

Summary

Spencer Sherman is a visionary leader in the financial advisory industry, blending mindfulness with financial planning to foster deeper client relationships. As the Founding CEO of Abacus Wealth Partners, he champions a holistic approach to wealth management that prioritizes emotional intelligence and sustainability. With over 20 years of experience, Spencer has also authored 'The Cure For Money Madness', a book that addresses the psychological barriers to financial well-being. His work extends beyond finance; he teaches mindfulness techniques that empower individuals to transform their relationship with money. Spencer's commitment to social impact is evident through his involvement with B Corps and nonprofit organizations. He is also a faculty member for the Inner MBA program at NYU, where he shares his unique insights on the intersection of money and mindfulness. Spencer is a recognized speaker and workshop leader, inspiring others to cultivate a mindful approach to financial decision-making. His diverse educational background includes an MBA from The Wharton School and a BA in Economics from Brandeis University.

General

Generalist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Startup Experience

Corporate Experience

Non-Profit Experience

Spencer Sherman Cfp

Work Experience

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Founder at

Manhattan Ophthalmology Associates

May 2020 - Present

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Board Member at

Mindful Schools

January 2020 - Present

💼

SIY Certified Teacher at

Search Inside Yourself Leadership Institute

March 2019 - Present

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Founding CEO and Advisor at

Abacus Wealth Partners

January 1988 - Present

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Spencer Sherman Cfp

Education

Wharton School, Mba

Bayside High School, High School

Frequently Asked Questions about Spencer Sherman Cfp

What is Spencer Sherman Cfp email address?

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

What company does Spencer Sherman Cfp work for?

Spencer Sherman Cfp is a Founder at Abacus Wealth Partners, a company specializing in Functions related to depository banking.

Where Spencer Sherman Cfp graduated from?

Spencer Sherman Cfp holds a degree in Finance from Wharton School.

How can I directly contact Spencer Sherman Cfp?

To contact Spencer Sherman Cfp directly, you can use the email address *******@spencer-sherman.com. Complete contact information is available upon registration with Muraena.

Who is Spencer Sherman Cfp?

Spencer Sherman is a visionary leader in the financial advisory industry, blending mindfulness with financial planning to foster deeper client relationships. As the Founding CEO of Abacus Wealth Partners, he champions a holistic approach to wealth management that prioritizes emotional intelligence and sustainability. With over 20 years of experience, Spencer has also authored 'The Cure For Money Madness', a book that addresses the psychological barriers to financial well-being. His work extends beyond finance; he teaches mindfulness techniques that empower individuals to transform their relationship with money. Spencer's commitment to social impact is evident through his involvement with B Corps and nonprofit organizations. He is also a faculty member for the Inner MBA program at NYU, where he shares his unique insights on the intersection of money and mindfulness. Spencer is a recognized speaker and workshop leader, inspiring others to cultivate a mindful approach to financial decision-making. His diverse educational background includes an MBA from The Wharton School and a BA in Economics from Brandeis University.

Spencer`s contact details

mail

*******@spencer-sherman.com

*******@abacuswealth.com

Colleagues

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Lindsey Woodward Cfp

Co-Chief Investment Officer

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