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

Shareholder and Senior Financial Planner at The Planning Center, Inc.

Summary

Andrew Sivertsen, CFP®, EA, CeFT®, CAP®, is a dedicated financial life planner at The Planning Center in downtown Moline, specializing in comprehensive wealth management and life planning.
As a fiduciary, Andrew prioritizes the best interests of his clients, particularly those in or nearing retirement with substantial net worth, high-income mid-career professionals, and small business owners seeking to build an accumulation plan and determine suitable savings strategies.
Andrew's approach encompasses competency, convenience, coaching, and continuity, providing proactive support by conducting multiple meetings annually and integrating life and goal planning into financial strategies to help clients identify and achieve their priorities.
Ideal for engaged, goal-oriented individuals with complex financial needs, Andrew seeks clients who value a long-term partnership and continuous learning, especially mid-career professionals with high incomes or those with significant assets, looking for a fiduciary advisor committed to acting in their best interests.
Andrew holds a Certificate in Youth Ministry from Fuller Theological Seminary and a BA in Finance and Biology from the University of Illinois Urbana-Champaign.
He serves as a Shareholder and Senior Financial Planner at The Planning Center, Inc., and has held leadership positions in organizations like FPA NexGen, Young Life, John Deere, Doulos Discovery School, and Frontier Ranch.