Dan Andrews, CFP® Financial Planning Fort Collins
- 375 E. Horsetooth Rd Bldg. 3, Ste. 203, Fort Collins, CO 80525
- (970) 225-0504
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 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.
Do you put your money where your mouth is? Learn how you can create S.M.A.R.T. goals to help you position your money in a way that reflects both your current and aspirational values. Plus, you'll find examples and a handy worksheet you can use to develop your goals and put them into action, creating new habits along the way.
The post Align Your Money With Your Values: Put Your Money Where Your Mouth Is appeared first on Financial Planning Fort Collins.
From buying the home or car of your dreams to never working a single day ever again, what would you do if you received a large sum of money? Whether it's from an inheritance, settlement, winnings, or something else entirely, you can use these steps to avoid a horror story and make the most of your windfall.
I love HSAs. In fact, they’re one of my favorite savings tools. Learn the reasons why, find out how to decide if a health savings account could be right for you, and see when it might not be the best choice for saving.