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

Financial Planning Fort Collins Welcomes Paraplanner

June 16, 2021

We're excited to introduce our newest team member, Bridgette Geno! Learn about our recent growth as well as little about Bridgette, her role with the team, and why she's looking forward to continuing to work with clients like you.

The post Financial Planning Fort Collins Welcomes Paraplanner appeared first on Financial Planning Fort Collins.

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Sneak Peek: The Six Phases of Your Financial Journey

June 9, 2021

Are you experiencing a critical money moment? It's one of the six phases of your financial journey — and many people have more than one.

The post Sneak Peek: The Six Phases of Your Financial Journey appeared first on Financial Planning Fort Collins.

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7 Financial Planning Tips for Women

June 2, 2021

Far from a list of “pink” financial planning suggestions, the facts speak for themselves — and these seven tips can help women in particular plan for and stay on track toward their financial futures.

The post 7 Financial Planning Tips for Women 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

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