Andrew Sivertsen

CFP®, EA, CeFT®

The Planning Center, Inc.

Sr. Financial Planner

Andrew Sivertsen

CFP®, EA, CeFT®

The Planning Center, Inc.

Sr. Financial Planner

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

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

Andrew Sivertsen is a Moline, IL fee-only planner and services a satellite office as an Iowa City, IA fee-only 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.

Andrew Sivertsen is a fee-only financial planner at The Planning Center located in Moline, IL.


I enjoy helping others live a great life. I meet with small business owners, young professionals, and pre-retirees one-on-one and guide them through life’s transitions as it relates to financial planning. Some of the areas in which I lead our team are in setting up company retirement plans, Social Security & Pension Analysis, and Investment Research. Every day I get to thoughtfully serve others and witness the process of improving lives by diffusing conflicts and achieving positive solutions.

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

Awards: 10 Young Advisors To Watch from FA Magazine (2017), 40 Under 40 from InvestmentNews (2016), Top CFP Holders Under 36 from Wealth Management (2016)

Certifications: Certified Financial Planner™, Enrolled Agent, 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 Chair and Board Member of Doulos Ministries
  • Current Commissioner with Moline Main Street downtown partnership

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

The National Association of Personal Financial Advisors (NAPFA) is a 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

  • National Association of Personal Financial Advisors (NAPFA)
    Andrew Sivertsen is a NAPFA-Registered Financial Advisor

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

  • Certified Financial Planner (CFP)
    Andrew Sivertsen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Andrew Sivertsen is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Enrolled Agent with the IRS (EA)
    Andrew Sivertsen is an Enrolled Agent (EA) with the IRS

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

  • Certified Financial Transitionist® (CeFT®)
    Andrew Sivertsen is a Certified Financial Transitionist® (CeFT™)

    A Financial Transitionist® is a professional with an established career in the financial services industry who recognizes the importance and the power of the personal side of money and the unique challenges of transitions. Financial Transitionists® have a rich and comprehensive understanding of how people subjectively experience change, and are able to co-create their highest outcomes with them.

Contact Andrew Sivertsen

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Office Locations:

  • 1615 Fifth Avenue
    Moline, IL 61265
  • 136 S Dubuque St
    Iowa City, IA 52240

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