Jason S. Speciner

CFP®, EA

Financial Planning Fort Collins

Director of Investment and Tax Planning, Founder

Contact Me

I can work with clients anywhere!

Jason S. Speciner

CFP®, EA

Financial Planning Fort Collins

Director of Investment and Tax Planning, Founder

I’m proud of the full-time fiduciary support we offer our comprehensive services clients. - Jason S. Speciner, CFP®, EA

Contact Me

(970) 225-0504

Website

Financial planning, investment management, and income tax preparation as one comprehensive approach.

Financial Planning Fort Collins is 100% employee-owned. We offer financial planning, investment management, and income tax preparation in one comprehensive service package. As an ensemble, we excel at guiding successful singles, couples, and families who want professional assistance with their finances. With over 30 years of combined experience, our CERTIFIED FINANCIAL PLANNER™ pros have the expertise to serve you.

Hello! I’m Jason Speciner, and here’s a bit about me (professionally) …

  • I have been a professional financial planner since 2004.
  • I’m a CERTIFIED FINANCIAL PLANNER™ professional.
  • I’m an Enrolled Agent. Having demonstrated a special competency with U.S. tax matters, I can represent our clients before the IRS. 
  • I graduated from Colorado State University with a Bachelor of Science in Business Administration with a concentration in Finance and a certificate in International Business. 

Here at FPFoCo …

  • In 2012, I started a personal finance blog called Financial Planning Fort Collins. Four years later, I registered and relaunched the blog as a full-time fiduciary financial planning firm.
  • I focus on tax preparation and planning as well as investment management and planning as a part of our dynamic team.
  • I’m involved in the operations and delivery of our financial planning process.
  • If we work together, your first meeting with me after your initial consultation will be your strategy consultation: Reviewing your initial financial planning analysis and discussing the recommendations and strategies we’ve created for you.

And a bit about me personally …

  • I’m originally from Santa Monica, CA, and I’m a big Dodgers and Lakers fan!
  • I played football at CSU and was on the 2000 and 2002 Mountain West Conference champion teams. 
  • I met my wife Casey right here in Fort Collins, and we married in 2009.
  • We have three incredible kids, and we all share our home with our French bulldogs Arthur Vandelay and Babs Kramer.
  • I enjoy cooking, technology, travel, and sports.

Now that you know a little about me, I invite you to schedule a free intro call. It’d be great to learn about you and discuss whether FPFoCo would be a good fit for you and your financial planning needs. Talk to you soon!
 

Jason S. Speciner 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.

Financial Planning Fort Collins is 100% employee-owned. We offer financial planning, investment management, and income tax preparation as one comprehensive approach and excel at guiding successful singles, couples, and families as well as consulting with individuals serving as trustees. With over 30 years of combined experience, our CERTIFIED FINANCIAL PLANNER™ pros have the expertise to serve you.

Want to know more about what we do? Learn about Our Services. Have a question? You can request an intro call.

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

Specialties

  • Our Modern Process Includes:
  • Financial Planning,
  • Investment Management,
  • and Income Tax Preparation.

Ideal Clients

  • Singles
  • Couples
  • Families
  • Trustees

Working Together

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jason Speciner 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)
    Jason Speciner 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.

  • XY Planning Network
    Jason Speciner is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Enrolled Agent with the IRS (EA)
    Jason Speciner is an Enrolled Agent with the IRS (Learn More)

    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.

Contact Jason S. Speciner

(970) 225-0504

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Office Locations:

  • 375 East Horsetooth Road
    Building 3, Suite 203
    Fort Collins, CO 80525

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