Regina Neenan (CFP®)

Regina Neenan focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Generation X
  • Insurance Related Issues
  • Millennials
  • Unmarried Couples
  • Women's Financial Planning Issues

Planning Specialties

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 guiding successful singles, couples, and families as well as consulting with 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.

Additional Information

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!

NAPFA Start Date

August 18, 2022


This Office

375 E. Horsetooth Rd. Bldg. 3, Ste. 203 Fort Collins, CO 80525-3155 Phone: (970) 225-0504