Our Team

Spencer Fugita

Advisor

Contact:

Email: sfugita@fdltd.com
Direct: 303.512.2910

Spencer Fugita joined Financial Designs Ltd. in 2020 and serves as an Advisor to high-net-worth families and businesses. She is responsible for new client development and focuses on complex estate planning, asset protection, and collaborating with trusted advisors in the community.

Prior to joining FDL, Spencer was a managing associate at a financial planning practice in Denver where she was actively engaged in growing her client base as well as developing junior advisors.

Spencer holds a BS in Business Administration and Management from Indiana Wesleyan University. She holds the professional CLU® designation and serves on the board for the Rocky Mountain Estate Planning Council.

She is active in the community and serves on the board of Colorado UpLift and is a volunteer for Advocates for Children CASA.

Spencer and her husband Preston live in Highlands Ranch, Colorado with their two dogs. She is an avid golfer and sports fan and enjoys exploring the Colorado restaurant scene.

CA Insurance License #0M24122