Members List - State:

Name: Jeffrey Morrison
Site: http://www.campuspathway.com>

Address:
Campus Pathway
19925 Stevens Creek Blvd
Suite 100
Cupertino, CA 95014

Phone:
408-973-7228
408-489-4911

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A professional advisory firm helping families find and afford the best colleges for their kids.
Name: Charles Walters CCPS
Address:
Select College Funding
1587 SAouth Novato Blvd
Suite 306
Novato, CA 94949

Phone:
415-382-8200

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Name: Brian Safdari CCPS
Site: www.CollegePlanningExperts.com

Address:
College Planning Experts, Inc.
28494 Westinghouse Place
Suite 206
Valencia, CA 91355

Phone:
661-295-9946

Comment on Advisor
Raised in the San Fernando Valley, Brian was a 4 year varsity soccer player. As Chatsworth High School’s Captain and center midfielder, he was one of the highest ranked soccer player in the West Valley League, an Olympic Development Program player for the California State Team and a player on the US Junior Tournament Team at the France 98 World Cup. Brian had many NCAA Division I colleges recruiting him in his senior year to play soccer. He was banking on a full athletic scholarship and made no other college plans. When a career ending injury took college soccer off the radar for Brian, he was lost. Brian was the first in his family to attend college and did not have anyone to turn to for advice. He decided to attend CSUN and live at home because it was the least expensive and he did not understand the financial aid process. After procrastinating and making multiple mistakes on his financial aid forms, Brian took on over $50,000 in student loans. In 2004, Brian met his mentor who taught him the Higher Education Act. Brian decided to devote his career to teaching and guiding families through this process so that they do not make the same mistakes he made. In 2004, Brian founded College Planning Experts, America’s leading college planning firm on getting your child into the college of their dreams without using all your savings, sacrificing your current lifestyle or going plain broke. Since then, he has worked with over 1,100 families helping minimize the college costs and maximize the child’s education. His clients come from as far as New York and attend colleges with diversity from junior colleges to Harvard University. Brian is now one of the nation’s leading experts on helping students find the best colleges in the country to attend and show the parents how to receive financial aid regardless of the parent’s income and assets in order to make the student’s education dreams come true. Brian has been featured in LA Times, Daily News, The Signal Newspaper, SCV TV, AM 1220 KHTS radio show, and as seen on many TV channels such as Fox News, USA network, Bravo, E network, ABC family, Food Network, TLC, Tru TV, VH1, Animal Planet, Lifetime Movie Network, Oxygen, CNN, and much more. Brian has helped raise over $121,000 in charitable contributions to many non-profit organizations and been awarded by The US House of Representative, Congressman Howard Buck McKeon, Assemblyman Cameron Smyth, California State Assembly, County of Los Angeles, California State Senate, California Legislative, City of Los Angeles, City of Santa Clarita, and more. He is also the host of a radio show, “College Planning Secrets Exposed” on AM 1220 KHTS and an author of a self-published best-sellers book, “College Planning made Easy”.
Name: Brian Mark Ph.D., CFP, CCPS
Site: www.brianlmark.com

Address:
Brian Mark, Ph.D., CFP, CCPS
234 E. Colorado Blvd.
Suite 200
Pasadena, CA 91101

Phone:
626-795-2963

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Brian Mark, Ph.D., CFP, CCPS focuses on coaching families to find the colleges that best fit the student, at the lowest cost to the family.
Name: Manuel Fabriquer CCPS
Address:
College Planning ABC
560 S. WinchesterBlvd.
Suite 500
San Jose, CA 95128

Phone:
408-918-3068

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Name: Regan Ronayne MA, CEP
Address:
Directions to College
PO Box 5993
Napa, CA 94561

Phone:
707-246-1666

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Name: Neal Bower CCPS
Address:
College Funding Strategies
27240 Turnberry Lane
Suite 200
Valencia, CA 91355

Phone:
818-519-8619

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Name: James Lundgren LUTCF
Site: www.access-college.org

Address:
Access College Foundation
2113 Summerhill Drive
Encinitas, CA 92024

Phone:
619-993-4015

Comment on Advisor
Mr. Lundgren has been focusing on College Planning/Funding since 2001. He has educated thousands of parents and their college-bound students throughout Southern California. A member of the Western Association of College Admissions Counselors and the California Association of Student Financial Aid Administrators since 2004, he receives continuing education from the above mentioned and the US Dept. of Education, Federal & California Student Aid Commissions for national, regional, and state issues. He uses a web-based college planning system to serve you and your student. Feel free to call or email for more information!
Name: Steve Shapiro CPA, CFP
Site: www.tuitionsolutionsnow.com

Address:
Tuition Solutions Now
2425 Porter Street
Suite 3
Soquel, CA 95073

Phone:
831-465-1148
831-588-7418

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Helping parents to lower the impact of college costs and make retirement a reality.
Name: Tom Bottorf College Planning Strategist
Site: www.GetCollegeFunding.org

Address:
GetCollegeFunding
24501 Dana Drive
Dana Point, CA 92629

Phone:
949-485-2638
949-939-3280

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Name: Scott Greenameyer
Address:
Spectrum College Funding, Inc.
2 Venture
Suite 210
Irvine, CA 92618

Phone:
949-748-7840

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Name: Steven Wu College Planner
Site: www.eagleviewfoundation.org

Address:
Eagleview Foundation
1525 McCarthy Blvd.
Suite 1012
Milpitas, CA 95035

Phone:
866-323-7222 x2
510-673-7648

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Name: Kuan Carlino CRPC, CCPS
Address:
660 Spar Drive
Redwood City, CA 94065

Phone:
650-592-3521

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Name: Cyndy McDonald
Address:
McDonald & Associates
3845 E. Race Avenue
Visalia, CA 93292

Phone:
559-636-3605

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Name: David Beck
Address:
Bay Area Planners
19925 Stevens Creek Blvd.
Suite 100
Cupertino, CA 95014

Phone:
408-725-7135

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Name: Jacqueline Guzzetta MA, CCPS
Address:
7 Longstreet
Irvine, CA 92620

Phone:
949-294-8967

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Name: Cliff MacDonald
Site: www.Oxford-Advisors.com

Address:
Oxford Advisors, LLC
111 Deerwood Road
Suite 200
San Ramon, CA 94583

Phone:
925-417-0414

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Name: Steven Kimes MBA, RFC
Address:
College Planner & Financial Advisor
2900 Tilden Drive
Roseville, CA 95661

Phone:
916-773-6250

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Name: Marc Lund CPA, Owner
Address:
Marc W. Lund, CPA
1290 Oakmead Pkwy
Suite 105
Sunnyvale, CA 94085-4045

Phone:
650-966-1511

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Name: Katherine O'Brien MA, CCPS
Site: www.celticcollegeconsultants.com

Address:
Celtic College Consultants
12463 Rancho Bernardo Rd. #111
San Diego, CA 92128-2143

Phone:
858-705-0043

Comment on Advisor
Katherine provides Premier College Prep Services featuring Premier Student Preparation/mentoring, Savvy College Selection, and Abundant College Funding. Since 2004, she has provided top quality college planning services to families across the USA. A thirteen year homeschooling veteran, Katherine is able to assist families from every educational situation. Her Class of 2012 clients averaged over $11,000 in scholarships each. As of November, 2012, half of her Class of 2013 clients have been accepted by at least one college. Her application support and essay editing skills have helped her Class of 2013 clients win between $10,000 and $92,000 in scholarships so far. Katherine prepares college funding plans, financial aid strategic planning advice, and financial aid form preparation services as well.
Name: Cherie Putman CPA
Site: www.cputmancpa.com

Address:
Cherie D. Putman CPA, Accountancy Corporation
3528 Torrance Blvd
Suite 219
Torrance, Ca 90503

Phone:
310-792-9999

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Name: Zach Congelliere
Address:
Spectrum College Planning
2 Venture
Suite 210
Irvine, CA 92618

Phone:
949-748-7840

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Name: Tom Meier
Address:
Advanced College Solutions, Inc.
43525 Ridge Park Drive
Suite 100
Temecula, CA 92590

Phone:
951-693-2153

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Name: Ron Rotenberg
Site: www.completecollegeconsulting.com

Address:
Complete College Consulting
25500 Hawthorne Blvd Suite 2350
Torrance, CA 90505

Phone:
310-377-0668
800-816-0232

Comment on Advisor
You’re probably wondering whether you need a College Consultant. After all, your school provides a college/guidance counselor. High school counselors provide an excellent service; however, they often have heavy student loads and additional responsibilities that reduce the time available for each student. They just can’t individualize the process for every student. In today’s climate of ultra-competitive admissions, it’s crucial to be able to articulate and convey to the admissions committee the factors that make your student unique. With over 3,000 colleges and universities in the United States, how will you know which are right for you? With costs skyrocketing and more students applying to college now, it’s important to find a college that is appropriate for you academically, socially, and financially. There is so much to consider as you research colleges. Having a personal coach to guide your family through the process is critical. The process is complex and daunting, parents must get involved early. Visit my website at www.completecollegeconsulting.com to learn more about the college planning process or you can call Ron Rotenberg an Independent Ccollege Consultant with Complete College Consulting at 310-377-0668.
Name: Teri Conn
Site: www.conncollegefunding.com

Address:
The College Funding Authority
555 Fifth Street
300E
Santa Rosa, CA 95401

Phone:
707-486-1238

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Let College Funding Authority coach you through the entire college process– everything from selecting the correct college, performing career searches, helping with preparation for SAT/ACT, maximizing your financial aid potential, and even showing you how to cash flow your financial responsibility.
Name: Jeff Levy office
Site: www.personalcollegeadmissions.com

Address:
Personal College Admissions
8238 W Manchester Ave
#307
Playa del Rey, CA 90293

Phone:
310 439-1712
310 365-1241

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Name: Elizabeth Simms
Site: www.college-sense.com

Address:
College Sense
4487 Merlin Way
Soquel, CA 95073

Phone:
831-428-4100

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At College Sense, Elizabeth Simms, an independent educational consultant, helps students and families from the Santa Cruz, Watsonville, Aptos, Soquel and Capitola areas, develop a personalized college admission plan based on their social, academic, emotional and financial needs.
Name: Binh Ton-That
Site: www.goldenkeycollegeplanning.com

Address:
1542 McLaughlin Avenue
San Jose, CA 95122

Phone:
408 418 8682

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Name: Elizabeth Stone PH.D.
Site: www.campanile.us

Address:
Campanila
1777 Borel Place 205
San Mateo, CA 94402

Phone:
650-579-6180

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Name: Lena Han
Address:
Lighthouse Education Center
655 Deep Valley Dr. #200
Rolling Hills Estates, CA 90274

Phone:
310-997-6172

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Name: Missy Yavasile
Site: www.soarcollegeplanning.com

Address:
SOAR College Planning & Consulting
1011 W Center
Visalia, CA 93291

Phone:
559-747-6508
559-303-5478

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Name: Michael Rappa ChFC, CLU, CCPS
Site: www.ivyleaguewealthstrategies.com

Address:
Ivy League Wealth Strategies
6520 Lonetree Blvd., Ste. 100
Rocklin, CA 95765

Phone:
916-412-5375

Comment on Advisor
Michael Rappa is a nationally recognized college-funding expert, and a Certified College Planning Specialist (CCPS) through the National Institute of Certified College Planners (NICCP). He is the president and founder of Ivy League Wealth Strategies, a fee based full service college and financial consulting firm covering all aspects of the college application and funding process. Since starting his local college funding practice, he has helped hundreds of parents throughout the area send their children to college without spending their life’s savings or jeopardizing other important financial goals like a secure retirement. Michael is a highly sought after speaker and media favorite with his insider’s secrets on how to legally beat the high cost of college. Specifically trained and skilled in reducing the financial impact of college for families of all income levels, even if they don’t qualify for financial aid! In the world of financial services, he has earned the designation of Chartered Financial Consultant, ChFC® and Charter Life Underwriter. CLU® He is a member of the National College Advocacy Group and the Western Association for College Admission Counseling. Michael makes his home in Northern California, with his wife and their two daughters. One a current college sophomore and the other a high junior. He is a firm believer that any parent, regardless of their background or financial circumstances, can send their child to college if they know how to play the financial aid game properly. For more information he can be contacted at 916,412.5375 or visit him online at www.ivyleaguewealthstrategies.com
Name: Jeff Haig
Address:
Strategic College Consulting
4199 Campus Drive
Suite 550
Irvine, CA 92612

Phone:
949-306-7878

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