Spencer Sherman (MBA, CFP®) is a leading financial advisor, author, and public speaker, renowned for his mindfulness-based approach to money. As the founder and former CEO of Abacus, a values-driven financial consulting firm managing over $3 billion in assets, Spencer has transformed the lives of his clients and helped them achieve financial success on their own terms.

Spencer challenges the stereotypical image of an MBA. He wears a suit and tie, but also leads guided meditations on money, participates in transformative events like Wisdom 2.0 and attends several week long silent meditation retreats each year.

Contrary to the conventional belief that money is just about facts and figures, Spencer asserts that emotional intelligence is paramount. As a financial advisor, he has guided countless clients to grow their wealth. In his view, formal training and expertise take a backseat to the profound impact of emotional intelligence – which allows individuals to make sound financial decisions rooted in balance, kindness, compassion, and joy.

https://www.spencer-sherman.com/meet-spencer