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Whitney Spalding Spencer

CFP®

Senior Wealth Advisor

Whitney Spalding Headshot

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Whitney Spalding Headshot

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Whitney

Whitney Spalding provides comprehensive financial planning and investment advisory services to individuals and families.  

 

Whitney joined Focus Partners in 2026, having previously worked at Relative Value Partners (RVP) since 2022. Prior to that she was a financial analyst at Brownson, Rehmus & Foxworth, Inc. Before joining the financial services industry, Whitney worked in education reform as a consultant to school districts, state boards of education, colleges, and universities across the country. In this role she provided guidance related to the opening, management, and oversight of public schools run by private entities. 

 

Education and Professional Milestones 

-Princeton University – bachelor of arts  

-Has previously served as a director of the Princeton Club of Chicago and chair of the Princeton AlumniCorps Chicago Area Committee