Jason Speciner, CFP®, EA Financial Planning Fort Collins

Contact this advisor

About Jason Speciner, CFP®, EA

Since 2004, Jason has served clients of all ages and backgrounds with unique experience in serving members of generations X and Y. He enjoys working with employees of tax-exempt and public service organizations as well as relocators and career-changers. Jason’s background in both financial planning and income tax helps him excel in providing advice related to multi-state property ownership, employee benefit/stock plans, and tax-efficient wealth accumulation/distribution strategies.

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 dogs, Cosmo Kramer and Arthur Vandelay. Jason’s interests include technology, cooking, travel, and sports.

Contact this advisor

Recently Published

What Are the ‘Seasons’ of Financial Planning?

September 23, 2020

Are you familiar with the “seasons” of financial planning? As our lives change, the phases we experience as we plan for our goals evolve, too. Learn about these seasons and how you can adapt your financial plan to each.

The post What Are the ‘Seasons’ of Financial Planning? appeared first on Financial Planning Fort Collins.

Read the full post →

Free Preview: Our Full ‘Sudden Money and Windfalls’ Module

September 16, 2020

A sum of money suddenly landed in your lap. What do you do with it? Get complimentary access to our "Sudden Money and Windfalls" e-learning module, of course! In the free module, you'll find our six-step process for making the most of your new wealth along with a fillable checklist you can use on your windfall journey.

The post Free Preview: Our Full ‘Sudden Money and Windfalls’ Module appeared first on Financial Planning Fort Collins.

Read the full post →

5 Money Lessons I Learned from Disney

September 9, 2020

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.

Read the full post →

Visit the blog →

Ideal Clients

  • Career Changers
  • Gen X
  • Public Service Employees
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly

Fee Options

  • Monthly Fee: $149+/mo
  • Quarterly Fee: $333+/qtr
  • Hourly Fee: $149+/hr

SEC Records

Loading...