Fort Collins Financial Planning Company Acquires Another Firm
Financial Planning of Fort Collins acquired the fee-only financial planning firm Well Rounded Success, which is based in Fort Collins as well.
Dan Andrews take the vice president position at Financial Planning as a part of the deal.
“Dan’s knowledge and experience, paired with his background in offering exceptional client service, make him a perfect fit for Financial Planning Fort Collins. When thinking about some of the best financial planners near me, Dan’s name comes to mind, so it is with great humility that I welcome Dan to the team.”
Jason Speciner, founder of Financial Planning,
said in a written statement.
Their hope is to enhance the client's experience with the various experiences, skills, and financial planning backgrounds of the two companies.
Andrews and the Financial Planning team will keep their current client base and are accepting new clients.