Spencer Corzine, CFP®. BFA™
512-588-2770
Provide your financial snapshot to Spencer securely and directly. He will be in touch.
Spencer is a licensed financial advisor and CERTIFIED FINANCIAL PLANNER professional with nearly 30 years of experience in the financial services industry. He joined AVH Invest in 2006 after working in a variety of advisory roles that shaped his client-centered approach to financial planning.
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Spencer holds his Bachelor’s degree in Accounting from SUNY Brockport. As an independent advisor, he focuses on helping clients navigate investment decisions, retirement planning, and long-term financial strategy with clarity and confidence.
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Spencer holds his Series 7, 24, 55, 63, and 65 securities licenses, as well as his Life, Accident, and Health insurance license.
Personal
Spencer lives in one of the fastest-growing communities in the country, Austin, Texas. Outside of work, he enjoys jogging, grilling for his family, and taking in the sights and energy of the city. You might find him walking the parks around Lake Travis, attending a soccer game, or spending time with friends and neighbors.
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Specialties
Spencer specializes in Retirement Planning, IRAs and Roth IRAs, Portfolio Development, Financial Planning, 401(k) Rollovers, Investment Education, and Retirement Income Planning. He serves clients throughout Upstate New York, the Austin, Texas area, and more than 20 additional states.
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Our First Meeting
The first meeting is offered at no cost or obligation and is simply an opportunity to get acquainted. During this conversation, Spencer focuses on understanding your comfort level and identifying ways he may be able to add value.
Spencer welcomes the opportunity to further engage. Please call his direct cell phone, email him, or complete the contact form, and he will be in touch within 24 business hours to discuss your request.
Paladin Registry is an independent, educational resource designed to help investors who rely on financial advisors and financial planners to help them accumulate and preserve assets for retirement. Since 2003 Paladin Registry has been providing retirement planning resources as well as information to assist finding a financial advisor or finding a financial planner. Please click here for more information.
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
