Hi there!
I’m Regina with Financial Planning Fort Collins, and I’m reaching out to share a press release about our firm’s growth (below and attached) in case you might be interested:
FOR IMMEDIATE RELEASE
January 29, 2020
Contact: Regina Neenan
970-225-0504
[email protected]
Financial Planning Fort Collins Welcomes Dan Andrews, CFP®
Growing Fort Collins-based financial planning firm announces addition of second CERTIFIED FINANCIAL PLANNERTM professional to team.
FORT COLLINS, COLO — You can now find Well Rounded Success® at Financial Planning Fort Collins®. Jason Speciner, CFP®, EA, and founder of Financial Planning Fort Collins (FPFoCo), announced that the firm completed a deal to acquire fellow Fort Collins, Colorado-based, fee-only financial planning firm Well Rounded Success. As a part of the deal, Dan Andrews, CFP®, joined FPFoCo as Vice President of Financial Planning.
“Dan’s knowledge and experience, paired with his background in offering exceptional client service, make him a perfect fit for Financial Planning Fort Collins,” Speciner said. “When thinking about some of the best financial planners near me, Dan’s name comes to mind, so it is with great humility that I welcome Dan to the team.”
As Vice President of Financial Planning, Andrews brings with him seven years of experience as a financial planning professional. Andrews’ commitment to helping young adults gain financial literacy while embracing personal growth supports FPFoCo’s focus on full-service financial planning. His dedication to transparency as well as focus on giving back to his community make him a natural and invaluable addition.
“It’s exciting to join an established team where we can leverage our unique strengths,” Andrews said. “It’s going to be fun enhancing the client experience with our different experiences, skills, and financial planning backgrounds.”
Andrews and the FPFoCo team look forward to continuing to serve their current client base as well as the opportunity to expand offerings to new clients. You can learn more about FPFoCo and schedule a complimentary initial consultation at www.financialplanningpfortcollins.com.
About Financial Planning Fort Collins
If you want to simplify your finances, we understand where you’re going and can show you the way. At Financial Planning Fort Collins (FPFoCo), we also make pricing simple, offering a full suite of comprehensive services — including financial planning, investment management, and tax preparation — for a simple, fair, and transparent flat-dollar fee. Whether you work for a tax-exempt organization, are relocating or changing careers, or are a member of generation X or Y, we can be your financial guide to your comfortable future.
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Please don’t hesitate to reach out if I can provide any additional information. Also, feel free to let me know if you’d like to use the release or cover the topic. And if you’re interested in speaking with Jason, you can set up a time here: https://focotax.as.me/media
Thank you so much for your time and consideration!
– Regina Neenan