Jason Speciner, CFP®, EA Financial Planning Fort Collins

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About Jason Speciner, CFP®, EA

Jason created Financial Planning Fort Collins to help clients plan for the financial challenges of a new reality – challenges that require a different and more efficient approach than what worked decades ago.

The firm’s process affords clients clear guidance along with practical financial strategies. Upholding the fiduciary standard, Jason provides valuable fee-only financial planning, investment management, and income tax services to help his clients move their finances forward.

Going through a relocation or career change? Jason is prepared to serve and advise his clients with strategies for complex and challenging financial needs related to multi-state property ownership, cross-state taxation, and employee benefit/stock plans.

Work in public service in Colorado? Jason is intimately familiar with employee benefit and retirement plans for several large institutions including Colorado State University, University of Colorado Health, and Colorado PERA, to name a few.

Jason’s attention to detail combined with guidance that is tailored to your individual needs can help to provide you with the tools and resources you need to navigate the financial journey ahead.

Jason graduated from Colorado State University with a Bachelor of Science in Business Administration, concentration in Finance, and a certificate in International Business. While attending CSU Jason was a member of the 2000 and 2002 Mountain West Conference champion football team.

In 2005 Jason met his wife Casey in Fort Collins. Casey and Jason were married in 2009 and share their home with their daughter, Shiloh, their twin sons, Hunter and Quentin, and their black lab, Cosmo Kramer. Jason’s interests include technology, cooking, travel, and sports.

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Ideal Clients

  • Career Changers
  • Gen X
  • Public Service Employees

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee

Fee Options

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

SEC Records

States Registered

  • Colorado