Home

About Us

	President/Founder
	Director
	Our Firm
	Our Mission Statement
	Our Services
	ReProject
	Term Quote
	Our Qualifications
	Testimonials
	Our Location
	Our Associates
	Tell A Friend
	Corporate Workshops

Learning Center

	Articles
	Calculators
	Newsletters
	E-Seminars
	iMoney
	Glossary
	Tax Library

Market Watch

	Detailed Quote
	Symbol Lookup
	Multi Quote
	Markets at a Glance
	Charting
	Portfolio

Request A Quote

	Annuity
	Long-Term Care Insurance
	Group Health
	Life Insurance
	Individual Health
	Disability Insurance
	Mortgage Qualification
	401(k) Information Request
	Information Request

Spencer Merrit

Visit my web site!

Phone: 714-542-6881
Fax: 714-542-6883
E-mail: spencermerritt@gmail.com

Spencer Merritt, has been in the insurance and financial services industry for over 7 years. He has specialized in guiding individuals, families, and businesses with health insurance and life insurance as well as the accumulation and preservation of wealth through comprehensive asset optimization and planning strategies.
Spencer’s commitment to his clients and strong values has earned him an excellent reputation in the industry.

He graduated from Cal State University of Long Beach with a Bachelor of Science in Business Administration with an emphasis in Finance.

Spencer's Professional Philosophy:
"In servicing my clients, I shall, in light of all circumstances, recommend that course of action or provide that service which, had I been in the same situation, I would have applied to myself."