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Spenser Liszt, CFP®, CCFC

Helping young families make informed financial decisions.

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Paradigm Advisors Spenser Liszt, CFP®, CCFC
Dallas, Texas

Serving Clients Nationwide

Helping young families make informed financial decisions.

214.756.6066

Website

Areas of Focus

  • Buying a House
  • Career
  • Financial Life Planning
  • Saving
  • Taxes

About Me

Hi, I'm Spenser Liszt. In order to be financially prepared, you need to understand the various opportunities available to you. Financial matters are complex, intimidating, and confusing. You should feel confident in your financial plan.

The numbers are important, but let's go beyond and uncover what is at your Heart's Core. What do you want your ideal life to look like? Only then can we move forward with appropriate recommendations.

I find true fulfillment in advising and educating others toward financial freedom. Before joining Paradigm Advisors in 2019, I enjoyed a successful music career. My strength is utilizing a creative approach to solving a wide range of client needs.

Born and raised in Dallas, I graduated from The University of North Texas with a Master’s in Jazz Studies. I became a Certified College Financial Consultant (CCFC) in 2020 and a CERTIFIED FINANCIAL PLANNER™ Professional in 2021.

In my free time, I enjoy woodworking and spending quality time with my wife.

Professional Designations

  • Certified College Financial Consultant (CCFC)
  • CERTIFIED FINANCIAL PLANNER™ Professional

CCFC Areas of Specialization

  • Education Funding

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

8111 Preston Road suite 575, Dallas, Texas 75225, USA

Additional Locations

📍 310 West Dickson, Suite 220 Fayetteville, Arkansas 72701

Meeting Options

  • Video Conference
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute call with Monica, our director of operations so we can learn if your situation matches our expertise. If so, we'll schedule a complimentary 60-min call with Michelle and Spenser to discuss what is top of mind, your desired future state and what it looks like to work with us. We look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At Paradigm, we value objectivity, integrity and transparency. We provide fee-only financial planning focused on guidance and support. Our advisors don’t collect commissions on any investments we recommend, allowing us to offer truly objective advice.

We’ve created a three step process that makes it easy to collaborate and customize a plan tailored to your goals.

✅ Step 1: Design - We want to understand who you are and where you want to be, both now and in the future. We’ll work together to aggregate your information, then we’ll design a plan that works for you.

✅ Step 2: Implement - We’ll help you take the second (and sometimes scariest) step: putting your plan into action. Whether we’re diving into the details around purchasing a new home or revising your estate plan, we’ll come up with solutions together. We provide strategic direction, asset allocation and investment advice.

✅ Step 3: Live - Living your life with peace of mind should be a priority, but we’re all human. We know that life is unpredictable and its only constant is change. As questions start to arise, feel confident that a team of advisors at Paradigm will support you each step of the way.

Our Typical Clients are:

➡️ Dual-career household families in their 30's or 40's earning $250,000 or more

➡️ Parents with school-age children preparing for the cost of higher education while simultaneously ensuring retirement is on track.

➡️ Established executives at the officer or director level position who need help navigating additional employer benefits such as stock options, deferred compensation, etc.

Wherever you are now - considering retirement savings strategies, evaluating private school for your children, purchasing a second home, saving for college, or supporting your elderly parents - we’re here to provide guidance.

Building a firm financial foundation to pursue your ideal life and achieve confidence in your future is paramount. You can trust us to care for your financial health, navigate dynamic changes in financial markets, optimize your tax strategy, and help avoid costly mistakes before they snowball.

Badges

Hobbies and Interests

  • Exercising
  • Family
  • Hockey
  • Music
  • Reading
  • Woodworking

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Who We Serve

  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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