Andrew Sivertsen, CFP®, EA, CeFT®, CAP®

Andrew Sivertsen is a financial professional with extensive qualifications and experience in the field of financial planning. He currently holds the position of Shareholder and Senior Financial Planner at The Planning Center, Inc., located in Moline, Illinois.12

Professional Credentials

Andrew Sivertsen has earned several professional designations that demonstrate his expertise in financial planning:

• CFP®: Certified Financial Planner
• EA: Enrolled Agent
• CeFT®: Certified Financial Transitionist
• CAP®: Chartered Advisor in Philanthropy

Career and Expertise

Andrew specializes in comprehensive financial planning, working at The Planning Center (TPC), a fee-only financial planning firm.1 His areas of expertise include:

• Financial planning
• Investment management
• Tax planning
• Retirement planning
• Estate planning
• Strategic financial planning36

As a financial life planner, Andrew takes pride in collaborating with his team to help clients achieve positive outcomes.3 He is particularly focused on assisting people in aligning their life goals with their financial decisions.

Online Presence

Andrew maintains an active professional presence online:

• His LinkedIn profile can be found under the username "andrewsivertsen"1
• He is also active on Twitter under the handle @asivertsen, where he describes himself as a CERTIFIED FINANCIAL PLANNER™ helping people with Life & Money4

Andrew Sivertsen is recognized in the Fee-Only Network, which suggests his commitment to providing unbiased financial advice without commission-based conflicts of interest.5