Dan Andrews, CFP® Financial Planning Fort Collins

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About Dan Andrews, CFP®

With unique experience working with young people, Dan has served clients of all ages and backgrounds since 2012. Coming from an independent fee-only financial planning background, he joined Financial Planning Fort Collins in early 2019 as Vice President of Financial Planning. Dan enjoys guiding and encouraging clients to improve their financial literacy and while living well-rounded lives. His behavioral-finance style focuses on helping individuals create their own definitions of success, make good decisions, and be philanthropic along their journeys.

Dan graduated from the University of Denver with a Bachelor of Science in Business Administration and a concentration in Hospitality Management. His career includes working at luxury Aspen resorts, Walt Disney World, a Wealth Management firm in Denver, as an assistant football coach for a Fort Collins middle school, and running his own financial planning firm until joining the Financial Planning Fort Collins team.

In addition to his professional activities, Dan practices what he preaches by giving back to his local and global communities. With a focus on helping local non-profits improve their operations, Dan has been involved as the Vice President for the XY Planning Network Diversity Committee, the Public Relations Director for Colorado’s Financial Planning Association, and has volunteered for Social Venture Partners Denver, Meals on Wheels Fort Collins, and San Diego Zoo Global.

On a personal note, in 2013, Dan met his wife Lauren in Colorado. Lauren and Dan married in 2018 and share their home with their son, Quinn, and their blue heeler/jack russell terrier, Bogie. Dan’s interests include pinball, tennis, travel, and disc golf.

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Recently Published

Plan Your Finances with the CARES Act

April 1, 2020

The U.S. government passed a $2 trillion bill, the CARES Act, to lessen the economic impacts of COVID-19 by distributing funds to individuals, small businesses, and more. Learn what the bill could mean for you and how you can plan your finances accordingly during this historic time.

The post Plan Your Finances with the CARES Act appeared first on Financial Planning Fort Collins.

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Tax Deadline Postponed: What You Should Know

March 25, 2020

How could the new tax deadline of July 15, 2020, impact you? Learn what’s changing at the federal and state levels, how you can make the most of the postponement, and how to stay up to date.

The post Tax Deadline Postponed: What You Should Know appeared first on Financial Planning Fort Collins.

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Busting the Biggest Financial Planning Myths

March 18, 2020

If you think you have to be rich or close to retirement to work with a financial planner, think again. I’ll dispel some industry falsities — and share some truths that could help you on your path to financial independence.

The post Busting the Biggest Financial Planning Myths appeared first on Financial Planning Fort Collins.

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Ideal Clients

  • Career Changers
  • Gen X
  • Public Service Employees
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee

Fee Options

  • Monthly Fee: $333+/mo
  • Quarterly Fee: $1,000+/qtr

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