Jason Speciner, CFP®, EA Financial Planning Fort Collins

Contact this advisor

About Jason Speciner, CFP®, EA

Hello! I’m Jason Speciner, and here’s a bit about me (professionally) …

• I have been a professional financial planner since 2004.
• I’m a CERTIFIED FINANCIAL PLANNER™ professional.
• I’m an Enrolled Agent. Having demonstrated a special competency with U.S. tax matters, I can represent our clients before the IRS. v
• I graduated from Colorado State University with a Bachelor of Science in Business Administration with a concentration in Finance and a certificate in International Business.

Here at FPFoCo …

• In 2012, I started a personal finance blog called Financial Planning Fort Collins. Four years later, I registered and relaunched the blog as a full-time fiduciary financial planning firm.
• I focus on tax preparation and planning as well as investment management and planning as a part of our dynamic team.
• I’m involved in the operations and delivery of our financial planning process.
• If we work together, your first meeting with me after your initial consultation will be your strategy consultation: Reviewing your initial financial planning analysis and discussing the recommendations and strategies we’ve created for you.

And a bit about me personally …

• I’m originally from Santa Monica, CA, and I’m a big Dodgers and Lakers fan!
• I played football at CSU and was on the 2000 and 2002 Mountain West Conference champion teams.
• I met my wife Casey right here in Fort Collins, and we married in 2009.
• We have three incredible kids, and we all share our home with our French bulldogs Arthur Vandelay and Babs Kramer.
• I enjoy cooking, technology, travel, and sports.

Now that you know a little about me, I invite you to schedule a free initial consultation. It’d be great to learn about you and discuss whether FPFoCo would be a good fit for you and your financial planning needs. Talk to you soon!

Contact this advisor

Recently Published

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 →

Celebrating 10 Years of Financial Planning Fort Collins!

October 19, 2022

Did you know that Financial Planning Fort Collins has been around for a decade? Join us as we look back on 10 years of educating our loyal blog followers and website visitors alike!

The post Celebrating 10 Years of Financial Planning Fort Collins! 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

  • Couples/Partners
  • Single Women
  • Trusts

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee

Fee Options

  • Monthly Fee: $500+/mo
  • Quarterly Fee: $1500+/qtr

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...