Wealth Protector

Spencer grew up in Port Townsend and has spent most of his life in the Pacific Northwest, recently settling in Vancouver with his wife. Before entering the estate planning industry, he owned and operated Stone Creek Properties, working closely with homeowners and clients on residential and commercial projects. Those experiences helped him develop a strong foundation in communication, professionalism, and client service.

Spencer is known for his approachable personality, attention to detail, and ability to make clients feel comfortable throughout the planning process. He takes pride in helping families understand their options and create plans that protect their loved ones and assets. His disciplined work ethic, professionalism, and commitment to building lasting relationships make him a trusted resource for the families he serves.

~ Spencer Judd

Meet Your Expert

Spencer Judd

Asset Protector

Associate Estate Planner

Over the years, Spencer has maintained a client-focused approach that allows him to understand the unique goals and concerns of the families he serves while creating a comfortable and collaborative planning experience. His background in business ownership and client relations has helped him build strong communication skills, professionalism, and a commitment to transparency throughout the planning process.

When Spencer joined Retirement Fundamentals as an Asset Protector and Associate Estate Planner, he recognized that the company shared the same values he believes are most important — education, integrity, and helping clients feel confident about protecting their loved ones and assets. That shared commitment made joining the Retirement Fundamentals team a natural fit for him.

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