Growing firm adds full-time paraplanner and CERTIFIED FINANCIAL PLANNER™ candidate to client service team.
FORT COLLINS, COLO — After a year and a half of continued growth following the acquisition of another firm and an addition to the team in 2020, Financial Planning Fort Collins (FPFoCo) spent the spring interviewing over 30 potential candidates to fill its paraplanner role. The FPFoCo team is pleased to introduce Bridgette Geno, the firm’s newest employee-owner.
“I’m excited to bring my experience and enthusiasm to the team at FPFoCo,” Bridgette, paraplanner and member said. “I look forward to meeting more of our clients and collaborating with our team to bring the best experience to each client.”
With a background in customer service, banking, and wealth management, Bridgette is also studying to become a CERTIFIED FINANCIAL PLANNER™ professional.
“Our uncompromising client service model has led us to remarkable growth over the last 18 months,” Jason Speciner, CFP®, EA, director of tax and investment planning and founder of Financial Planning Fort Collins said. “Bridgette stood out as the perfect fit for FPFoCo as we continue to deliver an exceptional experience to our clients in Northern Colorado and throughout the country.”
As a local firm with a growing national reach, FPFoCo’s larger team improves the firm’s capacity to provide services to more clients both in-person and virtually.
“Bridgette understands our clients and also the hard work our team does for them,” Dan Andrews, CFP®, director of estate and financial planning and partner, said. “She understands our comprehensive service offering and can immediately improve our overall client experience through her work ethic. It’s fun to continually find new ways to better serve our clients, and we’re excited to now include Bridgette’s unique perspectives and experiences.”
You can learn more about Financial Planning Fort Collins or become a client at www.financialplanningfortcollins.com.
About Financial Planning Fort Collins
Financial Planning Fort Collins (FPFoCo) is Your Full-Time Fiduciary™. Offering financial planning, investment management, and income tax preparation for one flat fee, we excel at working with people facing what we call critical money moments. Because we focus on these life-defining situations, our purpose-built process and service model can bring simplicity to what may seem complex and overwhelming. With over 30 years of combined experience, our specialists and CERTIFIED FINANCIAL PLANNER™ professionals have the expertise to serve you. We love what we do, and we think you will, too.
###