Jason Speciner (CFP®, EA)

Jason Speciner 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

Since 2004, Jason has served clients of all ages and backgrounds with unique experience in serving members of generations X and Y. He enjoys working with employees of tax-exempt organizations as well as relocators and career-changers. Jason’s background in both financial planning and income tax helps him excel in providing advice related to multi-state property ownership, employee benefit/stock plans, and tax-efficient wealth accumulation/distribution strategies.

Working together, you and Jason will create clear and transparent solutions for you to:

  • Be prepared for unexpected emergencies
  • Pay off your mortgage or buy your next property
  • Plan for a relocation or career change
  • Prepare for retirement
  • Enjoy your comfortable retirement

Additional Information

Jason Speciner is a CERTIFIED FINANCIAL PLANNER™ professional, an Enrolled Agent, and founder of fee-only firm Financial Planning Fort Collins. In addition to being a member of the National Association of Personal Financial Advisors (NAPFA), he also belongs to the Financial Planning Association (FPA), and XY Planning Network (XYPN).

Jason graduated from Colorado State University with a Bachelor of Science in Business Administration, concentration in Finance, and a certificate in International Business. While attending CSU, Jason was a member of the 2000 and 2002 Mountain West Conference champion football team.

In 2005, Jason met his wife Casey in Fort Collins. Casey and Jason were married in 2009 and share their home with their daughter, Shiloh, their twin sons, Hunter and Quentin, and their black lab, Cosmo Kramer. Jason’s interests include technology, cooking, travel, and sports.

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