Spencer L. Weston, CPA has been serving clients in taxation and financial planning for over 25 years. Having earned his Bachelor’s Degree in Accounting from Brigham Young University and his Masters in Taxation from Washington School of Law, he has extensive hands on experience in all phases of accounting and tax preparation for individuals as well as corporations, non-profits, partnerships, trusts and estates. Additionally, his high level communication and negotiation skills with the IRS are invaluable in times of need.
In addition, Spencer is one of the founding partners in Weston and Tuttle CPA firm but now spends most of his time as managing partner of Weston and Tuttle Wealth Advisors, LLC. He holds Series 7, 66 and is a Certified Financial Planner. CFP is an intense educational program which requires knowledge of tax, investments, insurance, estates, and requires high ethical standards. This certification is held by less than 5% of financial advisors.
Spencer and his wife Becky live in the foothills of the Sierras and have 5 grown children, and 6 grandchildren. In addition to spending time with his family, Spencer enjoys gardening and running. He has served on the County School Board, the Boy Scouts of America and he is actively involved in service to his church.