James Fanning CFP®, CRPC®, ChSNC®


Profession LogoFINANCIAL PLANNER
James Fanning  CFP®, CRPC®, ChSNC®

Retirement & Estate Advisors

4703 Boardwalk Drive Bldg B, Suite 1
Fort Collins, CO 80525
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Profile

James specializes in Retirement and Special Needs financial planning. His goal is to build long term relationships with clients and help them reach their financial goals. 

James' background includes his Finance degree with an emphasis in Personal Financial Planning from Colorado State University. He has also passed his Series 7, 66, and 24 securities licences as well as the State of Colorado Life and Health Insurance license. James is a Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), Chartered Special Needs Consultant (ChSNC®) and Securities Principal. 

James has several significant relationships that have inspired him to enter the Special Needs field. While playing football at Fossil Ridge James formed a friendship with the equipment manager, a young man named Connor who had a disability. Connor changed the way James saw people with disabilities and they have remained friends to this day. During that time James’ Nephew, Vincent, was born and diagnosed with Autism at the age of three. Finally, James’ girlfriend, Alex, is a Pediatric Occupational Therapist and shares his passion for working with the special needs community.

James attended high school at Fossil Ridge High School where he played football and basketball. He then attended Augustana College where he continued to play football. After two seasons, James transfered to Colorado State where he completed his degree. He enjoys being outdoors, watching and playing sports, and spending time with his dog, Trevi. 

 

 

James Fanning is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513)794-6794.  Investment Advisory services offered through O.N. Investment Management Company.  Estate Planning services provided in conjunction with your licensed legal advisor.

 

Firm Description

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Firm Website: http://www.reagroup.us/
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Tell us about your special needs issue and we will put you in touch with James Fanning CFP®, CRPC®, ChSNC®

   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.