Specialties
About Me
Dwight A.
Spence, CFP, RICP, CLTC For over 40 years, I have worked with clients and assisted other financial advisors in serving their clients in the areas of financial, estate, retirement, business, and wealth planning. My goal is to help people live their best lives.
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Interests & Hobbies
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Always free for clients.
Credentials
CFP, RICP, CLTC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Spence, Cassidy & Associates, LLC. is not an affiliate of OneAmerica Securities and is not a Broker-Dealer or Registered Investment Advisor. DO NOT transmit orders regarding your OneAmerica Securities, Inc. account via e-mail. OneAmerica Securities, Inc. and Spence, Cassidy & Associates LLC. will not be responsible for carrying out such orders and or instructions. This e-mail message is intended only for the use of the individual or entity to which the transmission is addressed. Any interception may be a violation of law. If you are not the intended recipient, any dissemination, distribution or copying of the e-mail is strictly prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the document.