James Fanning

James Fanning

CFP®, CRPC®, ChSNC®

James is a native of Fort Collins. He 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 football seasons, James transfered to Colorado State where he completed his degree. 

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 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. 

Phone 970-223-0907
Fax 970-223-2615