Dan Andrews, CFP® Financial Planning Fort Collins

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About Dan Andrews, CFP®

With unique experience working with millennials, 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 2020 as the Director of Estate and 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

Your Ultimate Guide to the ‘Backdoor’ Roth — and How To Contribute to Yours

September 22, 2021

What's a "backdoor" Roth? And what about a mega-backdoor Roth or sidedoor Roth? The answers — and the steps you can take to contribute. Plus, check out the "Term Time" section where we break down the finance industry jargon so you can contribute with confidence.

The post Your Ultimate Guide to the ‘Backdoor’ Roth — and How To Contribute to Yours appeared first on Financial Planning Fort Collins.

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5 Money Lessons I Learned from Disney

September 15, 2021

Be generous with your assets and also proud of your money. Learn the stories behind these and three more Disney-inspired money lessons.

The post 5 Money Lessons I Learned from Disney appeared first on Financial Planning Fort Collins.

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Back to Basics: Financial Independence

September 8, 2021

Have you ever thought of retiring early? What about becoming less reliant on working for a living? Read on to learn more about financial independence, from how you can get started to its perks and some areas to carefully consider before making the leap.

The post Back to Basics: Financial Independence appeared first on Financial Planning Fort Collins.

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Ideal Clients

  • Holistic Financial Planning
  • Mid-Career Professionals
  • New Wealth

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

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

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