Jason Speciner, CFP®, EA Financial Planning Fort Collins

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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. 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 dog, Arthur Vandelay. Jason’s interests include technology, cooking, travel, and sports.

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Recently Published

5 Money Lessons I Learned from Disney

September 15, 2021

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.

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Back to Basics: Financial Independence

September 8, 2021

Have you ever thought of retiring early? What about becoming less reliant on working for a living? Read on to learn more about financial independence, from how you can get started to its perks and some areas to carefully consider before making the leap.

The post Back to Basics: Financial Independence appeared first on Financial Planning Fort Collins.

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Giving Money to Kids: UGMAs and UTMAs, 529 Plans, and More

September 1, 2021

What's the best way to give money to kids? We combined our "Giving Money to Kids" series into one all-inclusive piece so you can weigh your options. From 529 Plans and Coverdells to UGMAs and UTMAs, IRAs, and Minors trusts, you'll find it all right here.

The post Giving Money to Kids: UGMA<span class="ct-small-caps">s</span> and UTMA<span class="ct-small-caps">s</span>, 529 Plans, and More appeared first on Financial Planning Fort Collins.

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • New Wealth
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee

Fee Options

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

SEC Records

States Registered

  • Colorado

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