Dan Andrews, CFP®, AEP® Financial Planning Fort Collins

Contact this advisor

About Dan Andrews, CFP®, AEP®, CAP®

Daniel Andrews is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Estate Planner® designee, and Chartered Advisor in Philanthropy®. He specializes in helping clients efficiently and effectively juggle their many personal finance responsibilities. Since joining the profession in 2012, Dan makes the financial planning process less daunting with a professional yet light-hearted approach.

Dan’s backstory includes growing up in San Diego, graduating from the University of Denver, working at Walt Disney World, and starting his career working in luxury hotels in Aspen, Colorado. He then joined the financial planning profession as a wealth manager before launching his own firm, Well-Rounded Success, which he operated from 2015 through 2020. He now works at Financial Planning Fort Collins and enjoys being part of a team where many professionals bring their individual styles and expertise to the overall client experience.

Giving back is important to Dan, and he also encourages his clients to think about how they’ll be everyday philanthropists by giving their time, treasure, and talent. In addition to many other philanthropic efforts, Dan was a founding member and the Vice President of the XY Planning Network Diversity Committee for more than two years. He currently gives his time by volunteering with the Meals on Wheels of Fort Collins and shares his treasure by donating blood on a regular basis — even though he doesn’t like needles.

Dan and his wife Lauren live in Fort Collins and both enjoy being goofballs alongside their son, Quinn. Dan’s hobbies include tennis, pinball, traveling, gardening (in the learning stage), and corny jokes.

Contact this advisor

Recently Published

Beyond the Basics: Deciding Whether or Not to Do a Roth Conversion — A 3-Step Method

November 30, 2022

Roth conversions can be great tax-planning opportunities. But is one right for you? And should you do it this year? Follow these three steps to find out!

The post Beyond the Basics: Deciding Whether or Not to Do a Roth Conversion — A 3-Step Method appeared first on Financial Planning Fort Collins.

Read the full post →

Beyond the [Employee Benefits] Basics: Flexible Spending Accounts (FSAs)

November 16, 2022

Is an FSA one of your employee benefits options? Get the details on medical FSAs and dependent care FSAs — and how much to contribute.

The post Beyond the [Employee Benefits] Basics: Flexible Spending Accounts (FSA<span class="ct-small-caps">s</span>) appeared first on Financial Planning Fort Collins.

Read the full post →

Donor-Advised Funds: 6 Reasons Why I Like Having One

November 2, 2022

You might already know that a donor-advised fund (DAF) is a charitable giving account or the mechanics of how one works. But what are the true benefits of using and making donations via a DAF? Let me tell you my favorites!

The post Donor-Advised Funds: 6 Reasons Why I Like Having One appeared first on Financial Planning Fort Collins.

Read the full post →

Visit the blog →

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Charitable Giving
  • Estate Planning
  • Holistic Financial Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $333+/mo
  • Quarterly Fee: $1000+/qtr
  • Flat Fee: $4000+/engagement

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...