Spencer Porter
Wealth Planning Consultant, CLU®
- Estate Planning with Life insurance
- Cash value accumulation strategies
- Individual and Medicare Insurance
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Spencer Porter
Wealth Planning Consultant, CLU®
Biography
Spencer Porter is a dedicated professional with a diverse background in finance, insurance, and healthcare benefits. He has gained valuable experience working at Fidelity Investments, specializing in retirement plans, as well as in the health insurance sector, where he has provided expertise in family, Medicare, and group benefits.
Spencer earned a Bachelor's degree from the University of New Mexico (UNM), double majoring in Biology and Spanish, with a minor in Business Management.
Beyond his professional pursuits, Spencer is an active member of The Church of Jesus Christ of Latter-day Saints, where he values community engagement and service. Spencer is happily married to his beautiful wife, and together they have three wonderful boys. In his free time, he enjoys watching and playing soccer, with Chelsea FC as his favorite team. He also has a passion for gardening and working on his 3D printer.
Advanced Brokerage Services
Advanced Brokerage Services, Inc. is a brokerage general agency in Albuquerque, New Mexico.
Advanced Brokerage Services provides insurance agents, investment professionals, banks and financial planners with a professional, one-stop approach to their life and disability needs.
Our life insurance portfolio includes term, universal life, whole and variable universal life.
