Deena Spector, CFA, CFP ®
President
Introduction:
I am a Fee-Only financial planner that specializes in comprehensive financial planning on an hourly, as-needed basis.
What I do:
As a sole practitioner, I provide planning assistance to middle-income individuals and their families with an emphasis in assisting women. To assist my clients achieve their life goals I do comprehensive financial planning or specific components of a plan as well as asset allocation and individual portfolio management. My firm specializes in retirement and college planning.
My mission:
To always do my best to provide my clients with individualized planning that will assist them in achieving their life goals. |
Professional and Personal Information
Education:
Connecticut College, B.A.
University of Connecticut, MBA
American College, Financial Planning Certification
Professional Affiliations:
Financial Planning Association
CFA Institute
Hartford Society of Financial Analysts
Experience:
Assistant Planner, Local Planning Firm
Various Financial Positions, SNET
Investment Analyst/Portfolio Manager, Local Bank
Investment Analyst, Local Investment Company |
Designations:
Certified Financial Planner ™
Chartered Financial Analyst
Hobbies/Interests:
Golf, Photography
Travel
Being a soccer Mom
Personal Accomplishments:
Proud Mom of a 26-year-old
daughter and a 12-year-old son!
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