Jason Speciner (CFP®, EA)

Jason Speciner focuses in the
following client markets or areas of practice:

  • Generation X
  • Millennials
  • Real Estate Investments
  • Tax Planning
  • Unmarried Couples
  • Women's Financial Planning Issues

Planning Specialties

Hello! I’m Jason Speciner, and here’s a bit about me (professionally) …

  • I have been a professional financial planner since 2004.
  • I’m a CERTIFIED FINANCIAL PLANNER™ professional.
  • I’m an Enrolled Agent. Having demonstrated a special competency with U.S. tax matters, I can represent our clients before the IRS. 
  • I graduated from Colorado State University with a Bachelor of Science in Business Administration with a concentration in Finance and a certificate in International Business. 

Here at FPFoCo …

  • In 2012, I started a personal finance blog called Financial Planning Fort Collins. Four years later, I registered and relaunched the blog as a full-time fiduciary financial planning firm.
  • I focus on tax preparation and planning as well as investment management and planning as a part of our dynamic team.
  • I’m involved in the operations and delivery of our financial planning process.
  • If we work together, your first meeting with me after your initial consultation will be your strategy consultation: Reviewing your initial financial planning analysis and discussing the recommendations and strategies we’ve created for you.

And a bit about me personally …

  • I’m originally from Santa Monica, CA, and I’m a big Dodgers and Lakers fan!
  • I played football at CSU and was on the 2000 and 2002 Mountain West Conference champion teams. 
  • I met my wife Casey right here in Fort Collins, and we married in 2009.
  • We have three incredible kids, and we all share our home with our French bulldogs Arthur Vandelay and Babs Kramer.
  • I enjoy cooking, technology, travel, and sports.

Additional Information

Now that you know a little about me, I invite you to schedule a free intro call. It’d be great to learn about you and discuss whether FPFoCo would be a good fit for you and your financial planning needs. Talk to you soon!

NAPFA Start Date

October 19, 2017

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This Office

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