Spencer Dung, CFP®, ChFC®
Managing Director/Wealth Management Advisor
Spencer Dung was born and raised in Honolulu, HI and grew up in the Financial Services industry, watching both his Mom and Grandfather guide families to find financial success and stability. After graduating from the University of California, San Diego with a degree in Economics, Southern California quickly became his second home as he started his career in Wealth Management, following in his family’s footsteps.
Spencer spent the first six years in the industry at Foresters Financial in San Diego, working his way up to Assistant Vice President where he was responsible for recruiting, training, and developing advisors. Under the guidance of Spencer and his team, the San Diego office rose to be one of the highest producing and most awarded offices in the nationwide organization. While proud of this accomplishment, it wasn’t where he felt his calling, so he decided to join WestPac Wealth Partners and return to working directly with individuals, families, and organizations to help them make their dreams a reality.
Growing up in Hawaii allowed him to learn from a very early age that every individual comes from a unique and diverse background; for this reason, Spencer prides himself on taking the time to get to know his clients beyond their financial situation, which allows him to create a plan specific to their individual needs.
As well as supporting his own clients, Spencer is committed to bettering his community both in Hawaii and San Diego. In addition to providing complimentary financial education workshops through non-profit organizations and employer groups, he is also a member of the Friends of the UH Cancer Center Board, Make-A-Wish Hawaii’s Young Leaders Board, and a community partner with Live Well @ Work San Diego. Professionally, Spencer is a Certified Financial Planner®, a Court of the Table Member of the Internationally recognized Million Dollar Round Table, and an active member of the National Association of Insurance and Financial Advisors.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 677 Ala Moana Blvd., Suite 720, Honolulu, HI 96813 808.695.2100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Wealth Strategy Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. | CA Insurance License #0H85712 | #2022-137411 Exp. 05/23