Reducing Your Taxes, Achieving Your Financial Goals - That's What We're All About

Meet Frank C. Spencer, CPA, CFP®

Frank C. Spencer, CPA, CFP
Frank C. Spencer, CPA, CFP®

Frank founded the Wilton, Connecticut office of Frank C. Spencer, CPA in 1992 after practicing accounting for eight years handling issues facing both wealthy individuals and business owners. His professional focus has concentrated on taxation, financial planning, and small business concerns. He is also the owner of Wilton Financial Planning, LLC which is registered as an investment advisor with the Connecticut State Department of Banking.

Frank earned a Bachelor's degree from the University of Virginia and earned his Master's degree in Accounting from Georgetown University. Frank has been a Certified Public Accountant since 1982, and met the requirements to use the Certified Financial Plannerâ„¢ mark in 2005.

Service to clients, the community, and the financial services profession is a core value of the practice. Frank currently demonstrates, or has previously demonstrated this value through involvement in the following:

  • Two-term President of the Rotary Club of Wilton, CT. Duties included trips to Haiti and Guatemala as well as involvement in club fundraising projects to provide assistance to local and international causes.
  • Adjunct Professor at Sacred Heart University teaching Income Tax Planning in the CFP Program
  • Past Trustee of the Financial Planning Association, Fairfield County Chapter
  • Member: American Institute of CPAs (Tax Section) and CT Society of CPAs
  • Past Treasurer of the Wilton Chamber of Commerce and Member of the Bethel Chamber of Commerce

 

Meet The Staff

Sonya
Sonya

You may see her in the office sometimes (please, please tell us if you are uncomfortable with dogs). Sonya is a wonderful Rescue Dog from the Danbury Animal Welfare Society. Not only is she lovable but adoption-fees paid to a qualified 501(c)(3) pet-adoption organization are legally tax-deductible as a Charitable Contribution on your Individual Income Tax Return.

 

Contact Us


196 Danbury Road, 2nd. FL.
Wilton, Connecticut 06897
Phone: (203) 762-9175
Fax: (360) 404-7390

E-mail: frankcpa2u@gmail.com