Andrew Sivertsen

CFP®

The Planning Center, Inc.

Financial Advisor

Andrew Sivertsen

CFP®

The Planning Center, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Andrew Sivertsen, CFP®

Build Confidence In Your Financial Future. Serving clients regardless of location, with offices throughout the United States.

Andrew Sivertsen is a Coralville, IA fee-only financial planner. The Planning Center, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Andrew Sivertsen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

I excel at financial problem solving, which is why I pursued a degree in Finance from the University of Illinois. From there I went on to work for non-profit firms because my heart was in serving others and I could interact directly with people. During that time I found that a career in financial planning aligns perfectly with my skills in financial analysis and my passion for working with people. I joined The Planning Center in 2007 and obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2012.

Credentials

Affiliations: Fee-Only Planning

Areas of Expertise: Life Transitions, Retirement Planning, Social Security & Pension Analysis, Cash Flow Coaching

Certifications: Certified Financial Planner™, Certified Financial Transitionist®, Chartered Advisor in Philanthropy™

Education: 2004 BA in Finance from University of Illinois Urbana-Champaign

Memberships: Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)

Leadership:

  • Past President and Chair of FPA NexGen
  • Past Committee Chair of Young Life Quad Cities
  • Current Board Member of Doulos Ministries
  • Current Missions Board Member for St. Paul Lutheran in Davenport, IA

Andrew Sivertsen is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

The TPC Process

We believe that all financial decisions are emotional decisions, and in order to make more effective decisions, everyone needs an objective third party to talk about life and money. The Planning Center provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors. Our goal is to help you make better decisions as you navigate life's transitions and guide you toward the life you would like to have.

What To Expect

Our financial planning process begins with you. We'll organize your current financial situation and set expectations and goals unique to your perspectives and wishes. With this shared understanding, we can discuss strategies and tactics to achieve your goals together.

Build Confidence In Your Financial Future

We believe that your wealth and life should be in balance. No matter what stage of life you are in, you are impacted by these eight financial categories detailed on our services page. We will work with you to address issues and identify opportunities to track and grow your progress toward better wealth life balance.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Andrew Sivertsen

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Office Locations:

  • By Appointment
    Coralville, IA 52240
  • 1615 Fifth Avenue
    Moline, IL 61265

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