Regina Neenan, CFP® Financial Planning Fort Collins
- 375 East Horsetooth Road Building 3, Suite 203, Fort Collins, CO 80525
- (970) 225-0504
- https://www.financialplanningfortcollins.com/
About Regina Neenan, CFP®
It’s nice to meet you! I’m Regina, and I’m part of the team at Financial Planning Fort Collins (FPFoCo) where we excel at working with successful women and couples as well as individuals serving as trustees.
Allow me to introduce myself …
• First things first, I’m Regina Neenan, and my pronouns are they/them.
• I’m a CERTIFIED FINANCIAL PLANNER™ professional and Your Full-Time Fiduciary®.
• I started with FPFoCo in 2018 and have been loving it ever since. (That’s why I’m here!) I also became a partner in the firm in 2021.
• I hold a Bachelor of Science in Media Studies, aka communication science, and a Bachelor of Arts in Spanish, although I’m not so fluent anymore!
At Financial Planning Fort Collins …
• We offer financial planning, investment management, and income tax preparation as one comprehensive approach.
• Your first meeting with me after your initial consultation will be your data consultation: Gathering all of the hard facts, figures, and paperwork relevant to your financial life.
• Through a team-based approach, we’ll collaborate with my fellow employee-owners and CFP® professionals to build the optimal financial plan specifically for you.
• My specialties include guiding you through cash-flow planning, aka budgeting, and insurance planning.
If you’d like to know a bit about me as a person …
• I’m from the driftless midwest and am a Green Bay Packers fan. Go Pack Go!
• I’ve loved finance since I was a kid. It runs in the family: My mom is a former bank teller and dad the son of a city treasurer. Fun fact: I still balance my checkbook the old-fashioned way.
• I moved to Fort Collins in 2015 with my little family: My partner Zack and our cat Coco. I enjoy exploring Colorado, whether it’s running through my neighborhood, biking to a brewery, throwing a frisbee through a disc golf course, or hiking and camping in the Rockies.
My favorite part about working with clients like you is learning your stories — and helping you write the next chapter. But enough about me. Grab a time for a complimentary initial consultation, where you can tell me about yourself and what you’re looking for in a financial planning relationship!
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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.
