Spenser Liszt, CFP<sup>&reg;</sup> - Financial Advisor

Spenser Liszt, CFP®

CCFC

Financial Planner

Motif Planning

PO Box 703921
Dallas, TX 75370
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General

Spenser Liszt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Motif Planning in Dallas, TX and the surrounding communities.

Financial Advisor Overview

I’m a passionate financial planner dedicated to helping musicians and music industry professionals achieve artistic freedom. I spent 17 years as a professional musician and understand the financial challenges creatives experience.

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Financial Advisor Experience

As a holistic financial planner, I collaborate with a variety of individuals and families to plan for major financial decisions. I work with families of various ages, levels of wealth, educational backgrounds, and personal lifestyles.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CCFC
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Estate Planning, Disaster Recovery, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Identity Theft, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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