Andrew Sivertsen (CAP, CFP®)

Andrew Sivertsen focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Areas of Expertise: Life Transitions, Retirement Planning, Social Security & Pension Analysis, Cash Flow Coaching

Education: 2004 BA in Finance from University of Illinois Urbana-Champaign

Memberships: Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)


  • Past President and Chair of FPA NexGen
  • Past Committee Chair of Young Life Quad Cities
  • Current Board Member of Doulos Ministries
  • Current Missions Board Member for St. Paul Lutheran in Davenport, IA

Additional Information

I enjoy helping others live a great life.  I meet with individuals and families one-on-one and guide them through life’s transitions as it relates to financial planning.  Some of the areas in which I lead our team are in Social Security Optimization, Pension Analysis, and Investment Research.  Every day I get to challenge my brain by doing in depth financial analyses, and I will never settle for hanging my hat on my last accomplishment.  I am constantly raising the bar and setting new annual goals.

I excel at financial problem solving, which is why I pursued a degree in Finance from the University of Illinois.  From there I went on to work for non-profit firms because my heart was in serving others and I could interact directly with people. During that time I found that a career in financial planning aligns perfectly with my skills in financial analysis and my passion for working with people.  I joined The Planning Center in 2007 and obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2012.

NAPFA Start Date

August 27, 2010


This Office

1615 5th Ave Moline, IL 61265-7905 Phone: (309) 797-4030 Fax: (309) 797-4026