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Learn about our services and process.

Our Firm

Financial Planning Fort Collins excels at working with people facing what we call critical money moments. Because we focus on these life-defining situations, our purpose-built process and service model can bring simplicity to what may seem complex and overwhelming. With over 30 years of combined experience, our specialists and Certified Financial Planner pros have the expertise to serve you. We love what we do, and we think you will, too.

Our Team

Jason Speciner, CFP®, EA

Director of Investment and Tax Planning, Founder

Regina Neenan - Headshot

Regina Neenan, FPQP™

Cash-Flow and Insurance Planning Specialist

Dan Andrews - Headshot

Dan Andrews, CFP®

Director of Estate and Financial Planning

Mark Guastaferri

Financial Planning Analyst

Director of Investment and Tax Planning, Founder — Jason Speciner

Jason SpecinerJason Speciner is a Certified Financial Planner™ professional and an Enrolled Agent. Since 2004 he has served clients of all ages and backgrounds with unique experience working with members of generations X and Y.

As a Certified Financial Planner™ professional, Jason has met the Certified Financial Planner Board of Standards’ rigorous initial and ongoing education, examination, experience, and ethics requirements. In practice, he must adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when working with clients.

As an Enrolled Agent, Jason has demonstrated a special competence in tax matters and has been granted unrestricted rights to represent taxpayers before the Internal Revenue Service. To maintain these rights he must adhere to specific ethical standards and stay current with tax law and regulations by completing a required amount of continuing education annually.

Jason graduated from Colorado State University with a Bachelor of Science in Business Administration, concentration in Finance, and a certificate in International Business. While attending CSU Jason was a member of the 2000 and 2002 Mountain West Conference champion football team.

In 2005, Jason met his wife Casey in Fort Collins. Casey and Jason were married in 2009 and share their home with their daughter, Shiloh, their twin sons, Hunter and Quentin, and their dog, Arthur Vandelay. Jason’s interests include technology, cooking, travel, and sports.

Cash-Flow and Insurance Planning Specialist — Regina Neenan

Regina Neenan

Regina Neenan comes to Financial Planning Fort Collins with a history in marketing, a passion for customer service, and a lifelong interest in personal finance. A transplant from the driftless Midwest, the wide open spaces, foothills, and Rockies beyond called Regina to Fort Collins, where they now call home. Their mother, a former banker, and father, son of a city treasurer, inspired Regina’s love for finance, planning for the future — and balancing their checkbook the old-fashioned way.

Regina joined the FPFoCo team in August 2018 and has since completed the Financial Paraplanner Qualified Professional (FPQP) designation. Their responsibilities at Financial Planning Fort Collins include ensuring that each client receives a consistent and enjoyable experience throughout the financial planning process.

In their spare time, Regina enjoys cheering on the Green Bay Packers, homebrewing with their partner Zack, and cuddling their cat, Coco. Out and about, you’ll find Regina enjoying Fort Collins’ food and drink scene with friends, taking dance classes, volunteering, and just spending time outdoors.

Director of Estate and Financial Planning — Dan Andrews

Dan AndrewsDan Andrews is a Certified Financial Planner professional. With unique experience working with members of generations X and Y, Dan has served clients of all ages and backgrounds since 2012.

As a CFP® pro, Dan has met the Certified Financial Planner Board of Standards’ rigorous initial and ongoing education, examination, experience, and ethics requirements. In practice, he must adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when working with clients.

Dan graduated from the University of Denver with a Bachelor of Science in Business Administration and a concentration in Hospitality Management. Dan’s career includes working at luxury Aspen resorts, Walt Disney World, a Wealth Management firm in Denver, as an assistant football coach for a Fort Collins middle school, and running his own financial planning firm up until joining the Financial Planning Fort Collins team.

In addition to his professional activities, Dan also believes in giving back to his local and global communities. Dan has been involved as the Vice President for the XY Planning Network Diversity Committee, the Public Relations Director for Colorado’s Financial Planning Association, and has also volunteered for Social Venture Partners Denver, Meals on Wheels Fort Collins, and San Diego Zoo Global.

On a personal note, in 2013, Dan met his wife Lauren, in Colorado. Lauren and Dan married in 2018 and share their home with their son, Quinn, and their blue heeler/jack russell terrier, Bogie. Dan’s interests include pinball, tennis, travel, and disc golf.

Financial Planning Analyst — Mark Guastaferri

Mark Guastaferri brings close to a decade of experience working with investment management firms throughout Connecticut and New York City. He spent the first part of his career in sales and research, consulting with financial advisors on investment portfolios and practice management solutions. He shifted gears for a short period of time, working with a broker-dealer in NYC focused on insurance and wealth management. He quickly realized this was not the path for him and left to begin working with financial planners who share the same values and beliefs. Mark now provides financial planning support on a project basis to Financial Planning Fort Collins.

Mark really enjoys the financial life planning process and is extremely passionate about personal finance. He is a big fan of the Financial Independence, Retire Early (F.I.R.E.) movement but believes that saving and spending can coexist in harmony, not sacrifice. Helping clients realize that they can have a life full of joy and meaning by living intentionally is incredibly powerful to him.

Mark resides in a coastal town in Connecticut with his fiancé, Rachel. He graduated from the University of Connecticut in 2009 with a Bachelor of Arts degree in Economics and a minor in Finance. He loves traveling and exploring different cultures, sharing food and wine with family and friends, and spending time outside in nature, either on a quiet beach or a remote hiking trail in the mountains.

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