Spencer Peet, CFP®, CAIA®
Portfolio Consultant
Meet Spencer Peet, CFP®, CAIA®
Portfolio Consultant
"Do not go where the path may lead, go instead where there is no path and leave a trail." – Ralph Waldo Emerson
Spencer graduated from the University of Delaware with degrees in Finance and Financial Planning. He began his financial services career down in Jacksonville, Florida, with an insurance holding company. Although Spencer was learning a lot in this industry, he missed his family and friends and decided to move back to the northeast to begin his career in Financial Planning. This worked out great when he learned that Key Financial was growing its Portfolio team.
As a Portfolio Consultant at Key Financial, Spencer is focused on organizing financial data, analyzing client information, and providing clear plans, projections, and strategies for the future using our planning software and investment analysis systems.
Spencer lives in the heart of Philadelphia and loves the vibrant city life. He travels whenever possible, and during the summer, he ventures to his hometown, Rehoboth Beach, Delaware, to enjoy the beach and soak up the sun.
Get to Know Me
If you could possess one super-human power, what would it be?
Flying.
How did you decide what you wanted to do with your life?
I wanted a career where I would have an impact on individual lives. My mother constantly volunteers in the community and my father is a doctor, so I always desired a career where I am helping others.
What is your most cherished family tradition?
Every year we travel as a family to New York City to walk around the city and to catch a Broadway show. I love the opportunity to explore the city and spend time with my family.
My Hobbies
This or That ...
Coke or Pepsi?
Coke
Morning or Night?
Night
Book or Movie?
Movie
