About Us

Let Us Help You Plan for the Future


As independent financial and insurance professionals and active members of the community, Spencer Merritt is dedicated to helping individuals, families, and businesses attain peace of mind and financial freedom.

For over 15 years, Spencer has studied the characteristics of wealth accumulation vehicles and have come to the conclusion that there’s an underlining commonality with the individuals who are best positioned for financial success. All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.

"I believe that my ability to take concepts and put them into understandable, effective strategies for my clients is my greatest benefit."


Contact Us

Merritt Financial Services
701 Palomar Airport Rd.
Suite 300
Carlsbad, CA 92011

Phone: (760) 444-4000

Fax: (760) 444-4002

E-mail: info@merrittfinancialservices.com

Contact Us To Get Your Free Consumer Guide, Proven Wealth Strategies

Or Your Free Personalized Wealth Report

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