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Andrew Sivertsen, CFP®, CeFT® - Sr. Financial Planner

Andrew Sivertsen, CFP®, CeFT®

Sr. Financial Planner

Quad Cities

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.

“Life is not about the destination, it’s about the journey”

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.


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™, 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)


  • 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

Most effective saving tip:
Save early, save often, and most importantly automate the process

Who inspires me:
Amy Sivertsen, my beloved spouse and co-founder of CoWorkQC a shared office space, and my kids Lillian, Graham, Ginny and Benjamin with their loud personalities and wild curly hair, who always want to question things until they are able to understand or solve them.

My greatest extravagance (under $100):
Craft Beer…life is too short to drink cheap beer

What inspires me:
The mission of my favorite non-profit, Doulos Discovery School, that is educating and equipping servant leaders through Christian discipleship and expeditionary learning to impact the Dominican Republic.

My investment philosophy in action:
Tune out the noise and stay focused on what you can actually control

232 Years


We learn and teach continuously

Year Vision

Forward Looking

We make decisions with future generations in mind



We hold ourselves accountable for pursuing the highest standards

100 Percent


We listen and keep an open mind

10+ Years
Avg. Client


We build powerful relationships by working towards common goals

100 Percent


We work directly for our clients and put client’s interests first

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