Andrew Sivertsen
CFP®, EA, CeFT®
The Planning Center, Inc.
Sr. Financial Planner
Andrew Sivertsen
CFP®, EA, CeFT®
The Planning Center, Inc.
Sr. Financial Planner
Life is not about the destination, it’s about the journey. - 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
Areas of Expertise: Life Transitions, Retirement Planning, Social Security & Pension Analysis, Cash Flow Coaching
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 the 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
-
Andrew Sivertsen is a NAPFA-Registered Financial AdvisorThe 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.
-
Andrew Sivertsen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
-
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.
-
Andrew Sivertsen is an Enrolled Agent (EA) with the IRSAn 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.
-
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.
-
The Planning Center has been named to the 2019 Financial Times 300 List of Top US Registered Investment Advisers
-
Andrew Sivertsen is Quoted in Financial Planning Magazine: "Potent Tool: Cash Flow Management"
-
Andrew Sivertsen is Quoted on CNBC: "Is it time to toss your budget?"
-
Andrew Sivertsen is Quoted on FinancialAdvisorIQ: "Why Controlled Cash Flow Is Key to Wealth Management"
-
Andrew Sivertsen is Quoted in MarketWatch: "5 biggest financial mistakes Gen X and Gen Y make"
-
Andrew Sivertsen is Featured in Financial Advisor Magazine: "Young Advisors To Watch"
-
Andrew Sivertsen Named One of InvestmentNews’ 40 Under 40 in 2016
-
Andrew Sivertsen Named to "The Top CFP Holders Under 36" List on WealthManagement.com
-
Andrew Sivertsen Serves on the Moline Centre Main Street Commission
Contact Andrew Sivertsen
Office Locations:
-
1615 Fifth Avenue
Moline, IL 61265 -
136 S Dubuque St
Iowa City, IA 52240
