VANCOUVER, Wash. ‐ Columbia Credit Union has welcomed Spencer French as a Registered Representative in the Wealth Management Department. As an Investment Advisor Representative for Cetera Advisor Networks, French will assist members with financial planning, investment and retirement strategies, education funding options, and insurance services. He will serve members at the Fourth Plain branch and by appointment at the Orchards and Salmon Creek branches.
“Spencer’s strong sales and service background make him a true champion for Columbia’s members seeking financial guidance,” said Columbia Credit Union Vice President of Wealth Management, Bob Adams. “He also brings strong leadership skills that will help shape Columbia Wealth Management’s future. We’re excited to have him on our team and look forward to his contributions.”
With a successful sales career spanning more than 20 years, French most recently served as a financial advisor for various national investment firms where he held private banking duties, led customer service programs, and received recognition for increased profitability and performance. Prior to his financial industry experience, he managed Spanish language marketing initiatives for television and radio at the regional and national levels. He also co‐founded a bilingual Internet business marketplace in three Hispanic markets in California.
French is Series 7, 66, 6 and 63 securities registered and insurance licensed in Washington, Oregon and California. He holds an MBA from Marylhurst University and a bachelor’s degree from Reed College. He is fluent in Spanish and has supported a variety of nonprofit organizations and causes including the American Cancer Society and the Latino Home Initiative.
“I focus on providing members with information, guidance and open communication with every interaction,” said French. “It helps in the decision making process and sets the foundation for our future planning.”