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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.
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Name:
Charles Walters CCPS
Address:
Select Capital Strategies
250 Bel Marin Keys B-5
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
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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”.
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Name:
Brian Mark Ph.D., CFP, CCPS
Site:
www.campusstrategy.com
Address:
Campus Strategy
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.
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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
Address:
College Funding Solutions
4225 Executive Square
Suite 960
La Jolla, CA 92037
Phone:
619-993-4015
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Name:
Steve Shapiro CPA, CFP
Site:
www.tuitionsolutionsnow.com
Address:
Tuition Solutions Now
2425 Porter Street
Suite 15
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.
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Name:
Jay Trombler CCPS
Address:
Collehe Pros, LLC
755 Baywood Drive
2nd Floor
Petaluma, CA 94954
Phone:
415-717-7076
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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
43575 Mission Blvd.
Suite 333
Fremont, CA 94539
Phone:
866-677-0717 x102
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:
Lynn O'Shaughnessy Higher-ed journalist, speaker and college consulta
Site:
http://www.thecollegesolution.com>
Address:
The College Solution
8505 Hillcrest Ave.
La Mesa, CA 91941
Phone:
619 461 0241
Cell: 619 820 7702
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Name:
Marc Lund CPA, Owner
Address:
Marc W. Lund, CPA
2680 Bayshore Pkwy #414
Mountain View, CA 94043-1021
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
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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.
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Name:
Cherie Putman CPA
Site:
www.cputmancpa.com
Address:
Cherie D. Putman CPA, Accountancy Corporation
2200 Pacific Coast Highway
Suite 209
Hermosa Beach, Ca 90254
Phone:
3107987053
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Name:
Vicki O'Day
Site:
www.willowscollegeconsulting.com
Address:
Willows College Consulting
413 Gilbert Avenue
Menlo Park, CA 94025
Phone:
650-380-6893
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Vicki O'Day offers personalized, comprehensive college advising to high school and transfer students, with an emphasis on helping students find an excellent college fit through a calm, collaborative college process. Vicki is a certified college consultant (UCLA) with graduate degrees in both computer science and anthropology. She has admissions experience through her work as a freshman application reader for UC Berkeley. For families who are concerned about college affordability, Vicki has a deep understanding of college finances and can help you find colleges that will be a good financial fit.
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Name:
Kim Ketterman
Site:
www.KettermanCollegeFunding.com
Address:
Ketterman College Funding, Inc.
21250 Hawthorne Blvd. # 500
Torrance, CA 90503
Phone:
310-563-2109
310-433-2351
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Name:
Terri Main ChFC
Site:
www.partnervest.com
Address:
Partnervest Financial Group
721 Greystone Place
San Luis Obispo, CA 93401
Phone:
805-235-8499
805-541-5712
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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:
Brian Vosberg
Address:
Vosberg & Associates
715 West Foothill Boulevard
Glendora, CA 91741
Phone:
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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
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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.
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Name:
Kapil Bhatnagar
Site:
www.carltonpace.com
Address:
Carlton Pace Risk Management
20380 Town Center Lane, Suite 122
Cupertino, CA 95014
Phone:
408-876-6272
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Name:
Trevor Mizrahi President, CCPS
Site:
www.premiercollegeguide.com
Address:
Premier College Guide
31255 Cedar Valley Dr.
Westlake Village, CA 91362
Phone:
8182695439
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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.
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