Jeffery V. Fanning,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffery V. Fanning, CFP®

ChFC,AAMS,LUTCF

President

Retirement & Estate Advisors, Inc.

4703 Boardwalk Dr, Bldg B Ste 1
Fort Collins, CO 80525
(970) 223-0907

General

Jeffery Fanning is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Retirement & Estate Advisors, Inc. in Fort Collins, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - AAMS, LUTCF, CSA, CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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