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
- 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