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Andrew Sivertsen (CAP, CFP®)

Andrew Sivertsen focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Areas of Expertise: Life Transitions, Retirement Planning, Social Security & Pension Analysis, Cash Flow Coaching

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

Additional Information

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 Social Security Optimization, Pension Analysis, and Investment Research.  Every day I get to challenge my brain 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.

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.

NAPFA Start Date

August 27, 2010

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1615 5th Ave Moline, IL 61265-7905 Phone: (309) 797-4030 Fax: (309) 797-4026
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