Spencer D. Sherman Spencer is the author of The Cure For Money Madness (Broadway Doubleday '09 ), a guide to overcoming the distorted childhood perceptions of money which poison relationships, impede intimacy, and interfere with our making money as well as enjoying the money we have. Spencer is also the co-creator and co-leader of the Financial Intimacy and Freedom Workshop. Learn more at www.financialintimacy.info.
Spencer was named one of the top 100 wealth advisors in the United States by Worth magazine in 2005-2007. (He was named by Worth to their list of top 250 advisors in 1999 and to their list of top 300 in 1998.) Bloomberg Money Manager listed him as one of their top money managers in 2005, 2003, and 2002, and Medical Economics listed him as one of the 150 best advisors for doctors in 2004, 2002, 2000, and 1998. He was also named by the Philadelphia Business Journal as one of the top 40 under (age) 40 business leaders in Philadelphia in 1999. Spencer is a member of the Social Venture Network as well as the Social Investment Forum.
A few of his areas of expertise are philanthropic and charitable planning; generational planning; cash flow and "second half" planning; creating low-cost,tax-efficient, low volatility investment portfolios (including socially screened portfolios); couples and money, and business consulting.
Spencer was born and raised in New York City. He earned a bachelor's degree in economics from Brandeis University in 1983 (Phi Beta Kappa), an M.B.A. in Finance from the Wharton School at the University of Pennsylvania in 1987, and the CFP® designation in 1990. Since starting his firm in 1987, he has been widely quoted in the financial press and on television. He co-leads workshops for couples and singles called "Financial Intimacy and Freedom" He has created presentations on "Increasing Philanthropic Contributions of Your Clients" and "Transforming Our Money Conditioning" Spencer was selected to write the chapter "Money: the Surprising Aphrodisiac" in an anthology on relationships with Deepak Chopra, Wayne Dyer, Scott Peck, Thich Nhat Hanh, and others.
Spencer has appeared on CNBC's "Make Your Money Work" with Bill Griffith, and on Philadelphia's "NBC 10 News" where he cut up his credit cards on the air.
