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Andrew Sivertsen, CFP®, CeFT®

Partner/Sr. Financial Planner

Quad Cities

I enjoy helping others live a great life. I meet with individuals and families 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 Retirement Plan, SS & Pension Analysis, and Investment Research. Every day I get to challenge my mind by doing in depth financial analyses, and I will never settle for hanging my hat on my last accomplishment. I am constantly raising the bar and setting new annual goals.

“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.

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™, 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)

Leadership:

  • Past President and Chair of FPA NexGen
  • Past Committee Chair of Young Life Quad Cities
  • Current Board Member of Doulos Ministries
  • Current Missions Board Member for St. Paul Lutheran in Davenport, IA

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 The Creative Collective a co-working space, and my kids Lillian, Graham, and Ginny 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

100 Percent
Fee-Only

Fiduciary

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

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

100 Percent
Independent

Objectivity

We listen and keep an open mind

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

50
Year Vision

Forward Looking

We make decisions with future generations in mind

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