Samuel Baldwin, CFP\nSamuel is vice president of Spencer Financial, LLC located in historic Sudbury, Massachusetts. The Spencer Financial team of experienced professionals is dedicated to helping clients create a roadmap to a secure retirement. Sam is a certified financial planner professional and an investment advisor representative of Signator Investors, Inc. He is a eight-year member of the Million Dollar Round Table (MDRT) with four Court of the Table qualifications.
Like what you see? Make sure you're getting it all
Authoritative analysis and perspective for executives leading the digital transformation of the insurance business.