Dan Andrews (CFP®)

Dan Andrews focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I enjoy guiding and encouraging millennials through their financial 'adulting' responsibilities. My behavioral-finance style focuses on helping individuals in the Well-Rounded Success community define his/her own definition of success, make good decisions, and to also be philanthropic while along their journeys.

A millennial helping millennials with Proactive Adulting responsibilities. I'm a fee-only CERTIFIED FINANCIAL PLANNER™ who acts as a fiduciary - meaning I put my client's interests before my own. 

Additional Information

Dan Andrews is a CERTIFIED FINANCIAL PLANNER™ professional and the Vice President of Financial Planning at Financial Planning Fort Collins. He is a member of the XY Planning Network (XYPN), Financial Planning Association (FPA), and National Association of Personal Financial Advisors (NAPFA).

Dan graduated from the University of Denver with a Bachelor of Science in Business Administration and a concentration in Hospitality Management. Dan’s career includes working at luxury Aspen resorts, Walt Disney World, a Wealth Management firm in Denver, as an assistant football coach for a Fort Collins middle school, and running his own financial planning firm up until joining the Financial Planning Fort Collins team.

In addition to his professional activities, Dan believes in giving back to his local and global communities. Dan has been involved as the Vice President for the XY Planning Network Diversity Committee, the Public Relations Director for Colorado’s Financial Planning Association, and has volunteered for Social Venture Partners Denver, Meals on Wheels Fort Collins, and San Diego Zoo Global.

On a personal note, in 2013, Dan met his wife Lauren in Colorado. Lauren and Dan married in 2018 and share their home with their son, Quinn, and their blue heeler/jack russell terrier, Bogie. Dan’s interests include pinball, tennis, travel, and disc golf.

NAPFA Start Date

March 14, 2016

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