Back to Search Favorites List

Jason Speciner (CFP®, EA)

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

  • Generation X
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I'm Your Full-Time Fiduciary®. My name is Jason Speciner. I'm a CERTIFIED FINANCIAL PLANNER™ professional, Enrolled Agent, and the founder of Financial Planning Fort Collins ("FPFoCo"). Having served clients as a financial planner since 2004, I bring over two decades of expertise to every client relationship.

While many find tax law and tax preparation to be “boring,” I thrive on staying up to date on the ever-changing landscape. My dual specializations in investments and tax allow me to bring tax planning into every aspect of the financial planning process, including personalized investment portfolio construction.

I am a Colorado State University alum, and I live in Fort Collins with my wife, Casey. We share our home with our three kids and our French bulldogs, Arthur Vandelay and Babs Kramer. My personal interests include technology, cooking, 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.

NAPFA Start Date

October 19, 2017

Visit Website Download vCard
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.
Submit
Visit Website Download vCard
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.

Submit

This Office

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