James Fanning
CFP, CRPC, ChSNC LPL Financial Planner
James E. Fanning, CFP, CRPC, ChSNC
James is a native of Fort Collins. His background includes a Finance degree with an emphasis in Personal Financial Planning from Colorado State University. He has also holds his Series 7, 66, and 24 securities registrations through LPL Financial 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 is an avid sports fan and closely follows the Denver Broncos and Denver Nuggets. On the weekend James enjoys hiking and camping with his wife, Alex, and his dog, Trevi a Siberian Husky mix. He is also a part of the Special Olympics Young Professional Board, a group that organizes events and raises funds for Special Olympics Colorado.
James is entering his tenth year with Retirement and Estate Advisors. He specializes in Retirement and Special Needs financial planning, with a goal to build long term relationships with clients.