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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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