Spenser Lee Liszt


Financial Planner
Paradigm Advisors
8111 Preston Road Suite 575
Dallas, TX 75225
United States
Phone: 2147566075
Email: sliszt@paradv.com
Website: https://www.paradigmadvisors.com
Training: The Seven Stages of Money Maturity® Training Graduate more info

Specialties
Values Your Heart's Core Goals Prioritization Income Benchmarking and Gap Analysis Net Worth Statement Cash Flow Analysis Risk Analysis Insurance Analysis College Planning Student Loan Analysis Debt Repayment Plan Savings Goals (New House, New Car, Travel, etc.) Investment & Asset Allocation Employee Benefits Analysis Retirement Planning Analysis and Recommendations Tax Planning Estate Planning

About Spenser Liszt
I find true fulfillment in advising and educating others toward financial freedom. Before joining Paradigm Advisors in 2019, I enjoyed a successful music career. My strength is utilizing a creative approach to solving a wide range of client needs. Born and raised in Dallas, I graduated from The University of North Texas with a Master’s in Jazz Studies. I passed the CFP® exam in 2019 and became a Certified College Financial Consultant (CCFC) in 2020. In my free time I enjoy woodworking and spending quality time with my wife.

Compensation
Fee-only.

Industry Start Date
2019