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Andrew Sivertsen, CFP®, CeFT®
Partner/Sr. Financial Planner
Quad CitiesI 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™, 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
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
