Andrew Sivertsen, CFP®, EA, CeFT®

Sr. Financial Planner

Moline |Quad Cities

Phone:

(309) 797-4030

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.

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™, Enrolled Agent, 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 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

Latest Posts

TPC Client Update Re: Swapping Mutual Funds to ETFs

October 26, 2022

by Andrew Sivertsen, CFP®, EA, CeFT® and Andy Baxley, CFP®, CIMA® The Planning Center’s Investment Committee meets regularly to review our investment approach and assess any

Why Do I Need a Financial Life Planner?

August 31, 2022

Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner Concerns about money haven’t always been so severe. During the Middle Ages most people lived in a

Understanding TPC’s Fiduciary Investment Strategies

September 20, 2021

by Andrew Sivertsen, CFP® CeFT® At The Planning Center (TPC) our investment strategy primarily uses mutual funds and ETFs to build a portfolio for our

The History of ETFs and their Rise of Popularity

June 24, 2021

by Andrew Sivertsen, CFP® CeFT® Exchange Traded Funds (ETFs) were developed in the late 90s but have grown in popularity over the last decade since

To Spend or Not to Spend

November 20, 2020

by Andrew Sivertsen, CFP® CeFT® To spend or not to spend, that is the question? “Dad! Dad! Dad! Can I buy this?” Like many parents,

The Grass Is Still Growing

September 19, 2020

by Andrew Sivertsen, CFP® CeFT® Six months ago, I wrote an article about how to manage volatility risk (the swings up and down in the

Return to Team

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Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.

TPC Client Update Re: Swapping Mutual Funds to ETFs

October 26, 2022 No Comments

by Andrew Sivertsen, CFP®, EA, CeFT® and Andy Baxley, CFP®, CIMA® The Planning Center’s Investment Committee meets regularly to review our investment approach and assess any

Why Do I Need a Financial Life Planner?

August 31, 2022 No Comments

Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner Concerns about money haven’t always been so severe. During the Middle Ages most people lived in a

Understanding TPC’s Fiduciary Investment Strategies

September 20, 2021 No Comments

by Andrew Sivertsen, CFP® CeFT® At The Planning Center (TPC) our investment strategy primarily uses mutual funds and ETFs to build a portfolio for our

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