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

You’re Invited! Get Inspired to Create Your Intended Legacy

April 28, 2021

Ready to check estate planning off of your RightCaptial to-do list? Join our webinar and align your estate plan with your goals! Learn about our guest presenter, Erin Connor, Esq., get webinar details, and find the registration link inside.

The post You’re Invited! Get Inspired to Create Your Intended Legacy appeared first on Financial Planning Fort Collins.

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Our Favorite Personal Finance Books and Podcasts

April 21, 2021

Ever wanted to know what's on our reading and listening lists? From personal finance-related reads to shows — and a bonus recommendation — check out some of our favorite books and podcasts. You might even find a new favorite of your own!

The post Our Favorite Personal Finance Books and Podcasts appeared first on Financial Planning Fort Collins.

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All About RSUs

April 13, 2021

If you receive restricted stock units (RSUs) as part of your equity compensation package, do you know what are they, exactly — and what should you do with them? I'll let you know where you can go to learn more about your RSUs, what your tax considerations may be, how you can sell your RSUs, and so much more.

The post All About RSU<span class="ct-small-caps">s</span> 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

SEC Records

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