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

Comment on Advisor
A professional advisory firm helping families find and afford the best colleges for their kids.
Name: Deborah Shames
Address:
Independent College Search Consultant
11 Beaver Dam Road
Upper Saddle River, NJ 07458

Phone:
201- 327-1772

Comment on Advisor
Name: Richard McCoid CPA,CFP
Address:
Key to College LLC
104 Worthington Avenue
Spring Lake, NJ 07762

Phone:
732- 539-1223

Comment on Advisor
Name: Charles Walters CCPS
Address:
Select College Funding
1587 SAouth Novato Blvd
Suite 306
Novato, CA 94949

Phone:
415-382-8200

Comment on Advisor
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: Gary Carpenter CPA, CCA
Address:
College Planning Services
P.O. Box 15278
Syracuse, NY 13215

Phone:
315-487-4567
315-663-4530 Cell

Comment on Advisor
Gary Carpenter is a Certified Public Accountant (CPA). He is the co-founder of the CollegeLOAN Evaluator and owner of College Planning Services. Mr. Carpenter has provided continuing education courses in the area of college financial planning for various state CPA Societies, the New York State Bar Association and the Financial Planning Association of New York. He has been quoted in Kiplinger’s Personal Finance, Washington Post, Wall Street Journal, MONEY, Financial Advisor, AARP Magazine and on MSNBC and CNBC. He has had over thirty years experience in tax and financing and has spent the past fourteen years in college planning and consulting. He is a member of the New York State Society of Certified Public Accountants, the American Institute of Certified Public Accountants and a co-founder and the Executive Director of the National College Advocacy Group. He is active in committee service for the New York State Society of CPA’s and serves on the boards of several non-profit organizations.
Name: Michael Davila M.Ed.
Site: www.collegeinroads.com

Address:
College Inroads, LLC.
13740 Research Blvd
Suite N4
Austin, TX 78750

Phone:
512-771-9633

Comment on Advisor
Name: Tate Felts CCPS
Address:
College Planning Experts LLC
636 cedar road suite
200
Chesapeake, VA 23322

Phone:
757-312-9358

Comment on Advisor
Name: Al Hoffman
Site: collegefundingservicecenter.com

Address:
College Funding Services LLC
163 Boston Post Road
Ste 2-B
Waterford, CT 06385

Phone:
860-910-0703

Comment on Advisor
Name: Joseph Nagy CPA
Address:
Comprehensive College Resources
P.O. Box 6733
Spring Hill, FL 34611

Phone:
352-606-3675
516-244-3972

Comment on Advisor
Name: Anthony Luther
Address:
College Advisors of Connecticut
483 Monroe Turnpike
Suite 151
Monroe , CT 06468

Phone:
203-929-3593

Comment on Advisor
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

Comment on Advisor
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: Carol Wagar CPA,CCPS
Site: www.emspringcollegesolutions.com

Address:
EmSpring College Solutions
3911 Castlevale Rd.
Suite 209
Yakima, WA 98902

Phone:
509-969-4246
509-575-6497 x104

Comment on Advisor
Name: Karen Bolton CCPS, RFC
Address:
Your Financial Watchdog, LLC
7462 East Fishers Station Drive
Suite 164
Fishers, IN 46038

Phone:
317-225-4252

Comment on Advisor
Name: Stuart Siegel CCPS
Site: http://www.collegeforpennies.com>

Address:
College Tuition Solutions, Inc.
155 East 10th Street
Suite 100
Erie, PA 16501

Phone:
814-528-5243
814-790-5852

Comment on Advisor
Name: Clay Russell CCPS
Address:
College Pathways
39206 Treeline Drive
Lady Lake, FL 32159

Phone:
352-633-8326

Comment on Advisor
Name: Don Bisbano CCPS, CCFC, CAMC, CAFC
Address:
DAB College Services
14 Nichols Street
Rehoboth, MA 02769

Phone:
508- 252-8038
508-415-9517

Comment on Advisor
Name: Manuel Fabriquer CCPS
Address:
College Planning ABC
560 S. WinchesterBlvd.
Suite 500
San Jose, CA 95128

Phone:
408-918-3068

Comment on Advisor
Name: Thomas Sweeney CCPS
Address:
Integrated Equity Services, LLC
975 Elm Street
W. Springfield, MA 01089

Phone:
413- 737-3539

Comment on Advisor
Name: Steve Moyer CPA/PFS, CSEP, CCPS,
Site: canoncapital.com

Address:
Canon Capital Management Group
357 Main Street
Souderton, PA 18964

Phone:
215-723-4881

Comment on Advisor
Steve has over 25 years experience as a CPA. In addition Steve is a Personal Financial Specialist(PFS) of which only a very small minority of CPA's have achieved. Steve is the Tax Director of his firm. He has been providing college planning services for the last nine years. He understands the tax code and using it to benefit college student's and their families. He also focuses on student athletes and the college recruiting process for athletes. He has two daughter's who play (or have played) Division I college soccer and a son who plays basketball at the Division I level.
Name: Cecilia Kuhn CPA, CCPS
Address:
Cecilia S Kuhn, CPA, PLLC
6260 Gentle Lane
Alexandria, VA 22310

Phone:
703-960-0523

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

Phone:
707-246-1666

Comment on Advisor
Name: Steven Sirot
Site: www.cbrg.info

Address:
College Benefit Research Group
7 Becker Farm Road
Suite 102
Roseland, NJ 07068

Phone:
888-802-2740

Comment on Advisor
Helping Families one Student at a Time...
Name: Michael Cutbirth
Address:
College Funding Solutions
7019 Renfro Drive
Richmond, TX 77469

Phone:
832-255-8248

Comment on Advisor
Name: Karen Powell CFP
Site: www.AtlantaCollegeFinancialPlanning.com

Address:
College Fund Resource, LLC
3 Dunwoody Park South
Suite 103
Atlanta, GA 30338

Phone:
678-274-5040
770-833-9736

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

Phone:
818-519-8619
805-495-8328

Comment on Advisor
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

Comment on Advisor
Helping parents to lower the impact of college costs and make retirement a reality.
Name: Michael March CPA, CFP, CCPS
Address:
Education Literacy Services
One University Plaza
Suite 514
Hackensack, NJ 07601

Phone:
201-342-5722

Comment on Advisor
Name: Brenda Launius CCPS
Address:
Illinois College Authority, LLC
1720 Columbus Street
Ottawa, IL 61350

Phone:
815-433-9655

Comment on Advisor
Name: Wayne Firebaugh CPA, CPF, CCPS
Address:
Wayne Firebaugh, Inc.
111 West. Campbell Avenue, SW
Suite 1B
Roanoke, VA 24011

Phone:
540-366-5800

Comment on Advisor
Name: Jay Trombler CCPS
Site: collegepros.org

Address:
College Pros, LLC
4001 S 700 E
Salt Lake City, UT 94901

Phone:
415-450-1471

Comment on Advisor
Name: Tom Price CLTC, RFC, CCPS
Site: www.CollegeBoundSolutions.net

Address:
College Bound Solutions LLC
1913 Atlantic Avenue
Suite 183
Manasquan, NJ 08736

Phone:
732-292-1955

Comment on Advisor
We Help Make College Affordable
Name: Robert Hoger CCPS
Address:
Michigan College Funding
41850 W 11 Mile Road
Suite 225
Novi, MI 48375

Phone:
248-662-1300

Comment on Advisor
Name: Bill Smith
Address:
ScholarFITS LLC
26 Orland St
Portland , ME 04103

Phone:
207-773-4142

Comment on Advisor
Name: Bryan Ward CCPS
Address:
College Authority
3724 Executive Center Drive #230
Austin, TX 78731

Phone:
512-795-0332

Comment on Advisor
Name: Brad Ward
Address:
College Authority
3724 Executive Center Drive
Suite 230
Austin, TX 78731

Phone:
512-795-0332

Comment on Advisor
Name: Jim McKinney
Address:
College Authority
3724 Executive Center Drive
Suite 230
Austin, TX 78731

Phone:
512-795-0332

Comment on Advisor
Name: Paula Bishop CPA
Site: www.paulabishop.com

Address:
Paula Bishop, CPA
1001 106th Ave SE
Bellvue, WA 98004

Phone:
425-646-4535
425-591-1137

Comment on Advisor
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

Comment on Advisor
Name: Daniel Bisig CLU
Site: collegeandbeyondllc.com

Address:
College and Beyond
75 Cavalier Boulevard
Suite 321
Florence, KY 41042

Phone:
859-283-2655
513-919-2646

Comment on Advisor
I help families connect the dots of the College Selection, Admissions and Funding Process! Every student and parent are unique, and our one-on-one coaching leads to success in navigating the college process.
Name: Judy Zodda
Address:
Zodda College Services
2 Willowbrook Drive
Framingham, MA 01702

Phone:
508-872-1947

Comment on Advisor
Name: David N. Slater MBA
Address:
College Benefit Research Group
103 Eisenhower Pkwy
Suite 204
Roseland, NJ 07068

Phone:
888-802-2742
973-220-6490

Comment on Advisor
Name: Ryan Clark MBA, CCPS
Site: www.collegeaidformiddleclass.com

Address:
Clark College Funding Inc.
10130 Mallard Creek Road
Suite 300
Charlotte , NC 28262

Phone:
704-944-3543

Comment on Advisor
Name: Joseph Hurley CPA
Address:
SavingForCollege.Com
1151 Pittsford Victor Road
Suite 103
Rochester, NY 14534

Phone:
585-419-7880

Comment on Advisor
Name: Fred Amrein MBA, ChFC
Site: www.AmreinFinancial.com

Address:
Amrein Financial
P.O. Box 468
Wynnewood, PA 19096

Phone:
610-789-1255

Comment on Advisor
A Fee-only Financial Planner who brings together the entire paying for college process. Our analysis covers the Financial Aid Process, EFC Positioning, College Saving Plans, Education Tax Credits and various financing options. We create a 4 year cashflow so you understand the total financial commitment. Our goal is to lower your cost of educating your children while saving for retirement.
Name: Christopher Lester ChFC(r), CCPS
Address:
Professional Planning Services & Educationa Funding Specialists
2 Executive Drive
Suite 130
Somerset, NJ 08873

Phone:
732-302-1810

Comment on Advisor
Name: Perry Tharpe CCPS
Address:
Lincoln Investment Planning Inc
3910 Caughey Road
Suite 100
Erie, PA 16506

Phone:
814-835-5194

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

Phone:
949-748-7840

Comment on Advisor
Name: Charles Slany MBA, CCPS
Address:
College Advisors
18761 South Inlet
Strongville, OH 44136

Phone:
216-789-1905

Comment on Advisor
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

Comment on Advisor
Name: Todd Fothergill
Site: www.strategiesforcollege.net

Address:
Strategies For College Inc
12 E. South Street
Hanover, NH 03755

Phone:
603-277-9778

Comment on Advisor
Name: John F. Pearson CPA, CCPS
Address:
Taxscholarships.com
17 Pumpkin Lane
Norwalk, CT 06851

Phone:
203-984-2518

Comment on Advisor
Name: Larry Dannenberg
Site: www.collegesolutions.com

Address:
College Solutions
965 Concord Street
Framingham, MA 01701

Phone:
508-879-7374

Comment on Advisor
Name: Laurie Starks
Site: www.starkscc.com

Address:
Starks College Connection
307 Timber Lake Way
Southlake, TX 76092

Phone:
817-846-8734

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

Phone:
650-592-3521

Comment on Advisor
Name: Ronald Foudy CPA
Address:
College Now, LLC
2401 North Main Street
Bluffton, IN 46714

Phone:
260-824-0974

Comment on Advisor
Name: Jeffrey Sonnergren
Site: www.SuccessfulEducationSolutions.com

Address:
Successful Education Solutions, LLC
9 Fair Street
2nd Floor
Carmel, NY 10512

Phone:
860-910-0819

Comment on Advisor
Name: Russ Vitale
Site: www.acadres.com

Address:
Academic Resources
520 Speedwell Avenue
Morris Plains, NJ 07950

Phone:
908-268-9674
973-292-0505

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

Phone:
559-636-3605

Comment on Advisor
Name: Michael McKinnon
Address:
1401 Branding Lane, Suite 242
Downers grove, IL 60515

Phone:
630-971-2300

Comment on Advisor
Name: Norman Glaus CPA, CCPS
Address:
2855 Independence Street
Cape Girardeau, MO 63703

Phone:
573-334-8474

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

Phone:
408-725-7135

Comment on Advisor
Name: Gary Lucas CCPS
Address:
4769 Buckley Road
Liverpool, NY 13088

Phone:
315-451-5885

Comment on Advisor
Name: Donn Johnson CCPS, ChFC, CLU
Site: JohnsonAdvisorsMN.com

Address:
Johnson Advisors
318 Central Avenue
Suite 201
Faribault, MN 55021

Phone:
507-334-1733

Comment on Advisor
Name: Andrew Thom
Address:
Thom Tax & Accounting
950 Watertown Street
Suite 11
West Newton, MA 02465

Phone:
508-653-1106

Comment on Advisor
Name: David G. Yearwood CFP
Address:
Charter Advisory Corporation
250 E. 96th Street
Suite 200
Indianapolis, IN 46240

Phone:
317-844-7416
800-552-1798

Comment on Advisor
Name: Billy Vail CCPS
Address:
Generations Financial Advisors
6910 North Main Street
Unit 16
Granger, IN 46530

Phone:
574-271-0635

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

Phone:
949-294-8967

Comment on Advisor
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

Comment on Advisor
Name: Michael Lopata CPA, CCPS
Address:
Michael Lopata, CPA, CCPS
3625 Cumberland Boulevard
Suite 900
Atlanta, GA 30339

Phone:
770-799-7036

Comment on Advisor
Name: Susan S. Yang CPA/PFS
Site: www.susanyangcpa.com

Address:
Susan S. Yang, CPA, PC
14813 SW Lookout Drive
Tigard, OR 97224

Phone:
503-517-8881
503-701-2232

Comment on Advisor
Certified Public Accountant & Personal Financial Specialist Affiliated with Insight Advisors NW, an SEC Registered Investment Advisory firm. www.insightadvisorsnw.com
Name: Jim VanMeter MBA, CFP, CCPS
Address:
Tahoe Financial Planning, LLC
4741 Caughlin Parkway
Suite 2
Reno, NV 89519

Phone:
775-851-2345

Comment on Advisor
Name: Steven Kimes MBA
Site: www.kimescollege.com

Address:
College Planner & Financial Advisor
2900 Tilden Drive
Roseville, CA 95661

Phone:
916-773-6250

Comment on Advisor
Steven R. Kimes began his career with a Masters of Business Administration working in the corporate distribution business. After years of watching highly educated, hard working individuals and families struggle to get ahead, Steve exited Corporate America to become a Registered Representative & Investment Advisor associated with Foresters Equity Services www.forestersequity.com. Along the way, he secured his Life Agent License and became a specialized College Planner. The breadth of Steve's education and experience makes him uniquely qualified to help families with their total financial goals including providing advice on how to save money in their current situation and how to grow their current assets. In addition to helping families save money and grow their portfolios, Steve has helped dozens of families lower their college costs and successfully match the best college to their students' specific needs. With a Finance degree from the University of Idaho , an MBA from Boise State University , and a member of the National College Advocacy Group, www.ncagonline.org, Steve is well versed in the importance of a quality education. Kimes Financial Services can customize a plan for you without restrictions to any single investment company or insurance company. Steve's philosophy is "help families achieve their financial & educational objectives ensuring that students succeed in life while their parents obtain a comfortable retirement."
Name: Daniel Stavale
Address:
College Planning Solutions
26677 W. 12 Mile Road
Southfield, MI 48034

Phone:
248-357-0848

Comment on Advisor
Sigma Financial - Securities offered through Sigma Financial Corporation; Member FINRA/SIPC
Name: Pierce Mahar CCPS
Site: www.edufunding.com

Address:
Education Funding Specialists, Inc
255 Washington Avenue Extension
Suite 205
Albany, NY 12205

Phone:
518-452-8751

Comment on Advisor
Name: Chuck Moore CCFC, CAMC, CAFC
Site: www.collegeliteracyacademy.com

Address:
Educational Literacy Center
5406 Hubbard Court
Louisville, KY 40207

Phone:
502-721-8646
502-931-8646

Comment on Advisor
Name: Stephanie Mauro CCPS
Site: www.collegeplanning101.org

Address:
College Planning 101
198 Barmore Road
Lagrangeville, NY 12540

Phone:
914-406-0055

Comment on Advisor
Name: Debra Clay College Consultant
Address:
College Knowledge
6800 N Skyline Dr
Peoria, IL 61614-3129

Phone:
309 635 2341
309 693-7600

Comment on Advisor
I help students: * Make the most of high school coursework, extra-curricular activities and summer experiences * Ask and begin to answer questions on life goals & direction * Develop a college search plan to make sense out of chaos. * Identify target schools where a student can thrive * Make the most of college visits * Increase student confidence during interviews * Write an essay that gets noticed * Identify teachers who can write strong recommendations * Submit an application that shows the student in the best light * Understand the financial aid process to get the maximum help possible * Make the final decision and develop a plan for success in college and beyond
Name: Marc Lund CPA, Owner
Address:
Marc W. Lund, CPA
1290 Oakmead Pkwy
Suite 105
Sunnyvale, CA 94085-4045

Phone:
650-966-1511

Comment on Advisor
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

Comment on Advisor
Name: Cori Murphy
Site: www.mycollegeauthority.com

Address:
The College Authority
229 N. Bartlett
Suite 213
Medford , OR 97504

Phone:
541-773-9600
541-326-5938

Comment on Advisor
Savings families $40,000 to $60,000 on a college education.
Name: Brooke Daly Owner
Site: Www.college-advantage.com

Address:
College Advantage, LLC
9148 Wooden Rd
Raleigh, NC 27617

Phone:
9196017000

Comment on Advisor
Name: David Emery CFP, CDFA
Address:
The Marshall Financial Group
33 West Court Street
Doylestown, PA 18901

Phone:
215-348-9393

Comment on Advisor
David A. Emery is a Certified Financial Planner™ practitioner and has provided wealth management and financial planning services to clients in the Philadelphia area since earning his certification in 2003. Dave holds his Certified Divorce Financial Analyst (CDFA™) designations as well as his CFP® certification. Dave has a Bachelor of Science in Mechanical Engineering from Lehigh University and Masters of Business Administration from Baldwin Wallace College in Berea, Ohio. Prior to entering the financial planning profession, Dave was employed by The Torrington Company, a division of Ingersoll Rand. He transitioned to a career in financial planning in 1997, gaining experience at both Prometheus Capital Management Corporation and at Univest Bank & Trust Company. Dave specializes in family issues of college planning and divorce planning. His experience helps families reduce the cost associated with educating their children and helps divorcing clients understand the equitable distribution of marital assets and the financial challenges which can result from divorce. Dave has served on the board of the Philadelphia Area Chapter of the Financial Planning Association, and has been an active member of the Association of Divorce Financial Planners, the Bucks County Estate Planning Council and the National College Advocacy Group. In addition, he has served on the alumni association board of Lehigh University’s Chi Phi fraternity, and on the board of C.B. Cares, a non-profit organization focused on the betterment of Central Bucks County’s youths. He has also served as an Elder of Lenape Valley Church. CFP,CERTIFIED FINANCIAL PLANNER{tm} and federally registered CFP{with flame logo} are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Name: Crystal Anderson
Site: www.crystalclearcollegeplanning.com

Address:
Crystal Clear College Planning
811 Kirkland Ave Suite 201B
Kirkland, WA 98033

Phone:
3605805106
4252425179

Comment on Advisor
Does thinking about the cost of college keep you up at night? Do you, your friends or family have concerns around the affordability of college? Imagine, you can send your kids to good schools without breaking the bank. You don't have to imagine – that's what we help families achieve. Call us today! 425-242-5179
Name: Rachelle Wolosoff Dr.
Site: www.collegesearchexpert.com

Address:
College Search Expert
71 Greystone Road
Rockville Centre, NY 11570

Phone:
516-208-7835

Comment on Advisor
Name: Joseph Judge Owner, CCPS
Address:
Joseph Judge, CPA, PFS
14 Oak Manor Drive
Barrington, RI 02806

Phone:
401-499-7573
401-247-5957

Comment on Advisor
Name: Stan Ezekiel
Site: www.thecollegeplanninggroup.com

Address:
College Planning Group
600 Chapman Street
Suite 3
Canton, MA 02021

Phone:
781-828-1114

Comment on Advisor
Name: Claire Law M.S. CEP
Site: www.eduave.com

Address:
Educational Avenues
1881 Pierce Street
Charleston, SC 29492

Phone:
401-595-8353
843-278-1271

Comment on Advisor
Expert admission strategies for students of all levels, College financial aid advising, boarding school placement, programs for students with special learning needs. Co-Author of "Find The Perfect College for You" based on personality type in college. Third edition (2014) available on Amazon and bookstores.
Name: Evans Louise CCPS, CFP, CLU, CSA
Site: www.collegeplanningassociates.com

Address:
College Planning Associates
P.O. Box 909
Burlington, VT 05402

Phone:
802-861-8196

Comment on Advisor
Name: Pamela Valle
Site: www.valleconsulting.net

Address:
Valle Educational Consultants
404 Gateshead Dr.
Naperville, IL 60565

Phone:
630-453-7884

Comment on Advisor
Name: Nancy Griesemer Home Office
Site: http://www.collegeexplorations.com>

Address:
College Explorations LLC
3101 Whimbrell Court
Oakton, VA 22124

Phone:
703.319.1232
703.622.8626

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

Phone:
949-748-7840

Comment on Advisor
Name: Robert Mendenall CCPS
Site: www.cfcsc.com

Address:
The College Funding Center of SC, LLC
1345 Garner Lane
Suite 101-B
Columbia, SC 29210

Phone:
803-798-0390

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

Phone:
951-693-2153

Comment on Advisor
Name: Iraida Alvarado College Consultant
Site: www.collegeconsulting.vpweb.com

Address:
Alvaradogroup+
Gallery Plaza
103 De Diego Ave, Apt 1711
San Juan, PR 00911-3517

Phone:
787-509-5502
787 509-5502

Comment on Advisor
Name: Connie Dye
Address:
United Methodist Family Services
3900 West Road Street
Richmand , VA 23230

Phone:
804-254-9468

Comment on Advisor
Name: Olivier Nizeyimana
Site: www.igneducationalconsultants.com

Address:
IGN International Educational Consultants
Columbus, OH 43230

Phone:
6144404770

Comment on Advisor
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: Susan Sibley CFP, CFA, MBA
Address:
College Timetable
90 Edgewater Drive
#1203
Coral Gables, FL 33133

Phone:
3057728980

Comment on Advisor
Name: Joy App Independent College Consultant
Site: appeducationalconsulting.com

Address:
App Educational Consulting LLC
12206 Pebble Meadows
Houston, TX 77041

Phone:
281-468-0455

Comment on Advisor
Name: Christy Voso
Site: www.collegeinnovativebenefits.com

Address:
College Innovative Benefits
115 Piper Lane
Greenville, SC 29607

Phone:
864.672.0062
864.423.8676

Comment on Advisor
Name: Ron English
Site: cibinc.com

Address:
Consolidated Insured Benefits
115 Piper Lane
Greenville, SC 29607

Phone:
864.505.4955
864.271.6863

Comment on Advisor
Name: Albert Israel CFP
Site: grossmancollegefunding.com

Address:
College Funding Systems
701 5th Ave Ste 4300
Seattle, WA 98104

Phone:
206-346-3327
206-250-1148

Comment on Advisor
Name: Tim Higgins CFP, ChFC
Site: www.collegeplusretirement.com

Address:
28 Turnpike Road (Rt. 9)
Southborough, MA 01772

Phone:
508-481-2921

Comment on Advisor
Name: Frank DeCandido CPA. CFP, CCPS
Site: www.fjd-cpa.com

Address:
Frank J. DeCandido, CPA
90 Woodvale Loop
Staten Island, NY 10309

Phone:
718-605-1985
917-754-4037

Comment on Advisor
Name: Eric Goodhart
Site: http://smartcollegeplanning.org>

Address:
Programs for Education
603 Massachusetts Ave.
Lunenburg, MA 01431

Phone:
978-582-0273

Comment on Advisor
Name: Janet Rhodes Friedman CFP
Site: www.abarisfinancialgroup.com

Address:
Abaris Financial Group, LLC
1150 Main Street
Suite 10
Concord, MA 01742

Phone:
978-371-9649
Fax: 978-371-9758

Comment on Advisor
Name: David Albahary CFP, CCPS
Site: http://www.collegeplanningconnections.com>

Address:
College Planning Conncetions, LLC
PO Box 592
Rhinebeck, NY 12572

Phone:
914-244-0333

Comment on Advisor
Name: Janet Loren Educational Counselor
Site: www.advice4schools.com

Address:
Pearl Glassman Educational Counseling
8200 Blvd. East
PHR
North Bergen , NJ 07047

Phone:
201.854.8282
917.922.7888

Comment on Advisor
Name: Carpenter Garrett
Address:
960 Crystal Lake Drive, Suite 107
Pompano Beach, FL 33064

Phone:
954-850-0550

Comment on Advisor
Name: Bill Kearney
Site: WWW.IFCADVISORS.COM

Address:
Integrated Financial Concepts
16501-D Northcross Drive
Huntersville, NC 28078

Phone:
704.895.3003

Comment on Advisor
Name: Claire Cafaro
Site: www.cleardirection4u.com

Address:
Clear Directions
312 Warren Ave
suite 2
HoHoKus, NJ 07423

Phone:
201 358 1317
201 320 1504

Comment on Advisor
Providing experienced, expert and caring support for all students as they navigate the college admissions process. Please visit my web site www.cleardirection4u.com for a description of my approach with students and families and some information about my professional background.
Name: michael hogan
Site: www.hogancollegeconsulting.com

Address:
hogan college consulting
3 stonegate lane
westwood, MA 02090

Phone:
847-922-3905

Comment on Advisor
Name: Teri Conn
Site: www.thecollegefundingauthority.com

Address:
The College Funding Authority
, 95401

Phone:

Comment on Advisor
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: Twenge Dennis CFP, ChFC
Site: www.collegefinancialaidplanning.net

Address:
College Financial Aid Planning
P.O. Box 401
Salem, OR 97308

Phone:
503-910-4133

Comment on Advisor
Name: Patricia Saddle new member
Site: www.mycpcsite.com

Address:
The College Planning Center LLC
4247 Eastway Rd
South Euclid, OH 44121

Phone:
216 577-3300
216 382-4774

Comment on Advisor
Name: Debra Landesberg
Site: www.MyCollegeResource.net

Address:
My College Resource
Post Office Box 1594
Holmes Beach, FL 34218

Phone:
8132308992
8132308992

Comment on Advisor
Debra Landesberg helps students prepare for post-secondary education by offering step-by-step guidance on preparation for college and the application process. By customizing guidance for each individual, the mystery and stress is taken out of the college selection process. The priority of community involvement is demonstrated through public presentations, organizations serving youth, and the willingness to service families regardless of financial ability. As the Founder and President of My College Resource.net Debra Landesberg brings over 15 years of experience in both public schools’ college resource centers and independent counseling. She has been recognized with the Rising Star Award by the National Association of College Admission Counselors for successful involvement of volunteers in high school projects. Ongoing professional development includes certification in college counseling, financial aid, conferences, workshops, webinars and membership in professional organizations for independent education consultants. Through her work with My College Resource utilizing webcam technology for meetings, Debra uses her expertise to provide information on finding the “best fit” college, financial aid, scholarships, college essays, resumes, and more. Her goal is to move students through the process with minimal stress while maintaining a well-paced and comfortable progression.
Name: Barbara LeWinter President/Owner
Site: www.makingthegradetocollege.com

Address:
Making the Grade to College LLC
309 Highlands Drive
Williston, VT 05495

Phone:
802-872-5968
802-310-6353

Comment on Advisor
Name: Rodney Godwin 910-673-1108
Site: www.collegeGPS.net

Address:
Godwin Planning Solutions
953 Seven Lakes N
West End, NC 27376

Phone:
910-639-9123

Comment on Advisor
Name: George GATELY
Site: www.succeedwhereitcounts.com

Address:
Succeed Where It Counts
132 Wood Acre Drive
Mooresville, NC 28115

Phone:
704 819 6267

Comment on Advisor
Certified College Planner (NCAG). The most expensive time of family life are the college years. Employing a comprehensive strategy, including coaching your student in the college admissions and financial aid processes, we help families manage those costs with maximum efficiency.
Name: Jessica Lamb LUTCF
Site: www.jessicaclamb.com

Address:
Jessica C Lamb & Associates
7805 Cortona Way
Wendell, NC 27591

Phone:
9193951697

Comment on Advisor
Name: Lora Block Independent Educational Consultant
Address:
College Advisory Services
34 McIntosh Ln
Bennington, VT 05201

Phone:
802-447-0776

Comment on Advisor
Comprehensive College Planning and Financial Aid Consulting since 1995 Professional Member IECA Certified Educational Planner
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

Comment on Advisor
Name: Gene Pula
Address:
7 Windy Hill Court
Upper Saddle River, NJ 07458

Phone:
2012368048
2012207830

Comment on Advisor
Name: Peter Lawrence CFP, ChFC
Site: www.wms-group.net

Address:
Wealth Management Solutons, LLC
111 Smithtown Bypass
Suite 215
Hauppauge, NY 11788

Phone:
631-382-5012
516-991-5550

Comment on Advisor
Name: Charline Appleby Director
Site: www.applebyeducation.com

Address:
ppleby Educational Consulting
5604 104th Ave NE
Kirkland, WA 98033-7407

Phone:
425 442 0882

Comment on Advisor
Name: Troy Schader CCPS
Site: www.collegehelptoday.com

Address:
College Tuition Solutions of Florida
4295 Sunbeam Road
#907
Jacksonville, FL 32257

Phone:
904-614-5305

Comment on Advisor
Name: Elizabeth Simms
Site: www.college-sense.com

Address:
College Sense
4487 Merlin Way
Soquel, CA 95073

Phone:
831-428-4100

Comment on Advisor
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: John Nettleton CPA, CFP(R), CCPS
Site: CollegeFinancialNetwork.com

Address:
College Financial Network, Inc.
One Greentree Centre - Suite 201
10,000 Lincoln Drive East
Marlton, NJ 08053

Phone:
856-985-3500
856-816-3582 cell

Comment on Advisor
Name: Mary Catherine (Cathy) Evans
Address:
MCE Educational Consulting
5903 Longleaf Circle
Lawrence, KS 66049

Phone:
7853120073
+393334488886

Comment on Advisor
Name: Chris Holzwarth IEC
Site: www.beyondtheapplause.com

Address:
Beyond the Applause
10180 Oxford Mill Drive
Johns Creek, GA 30022

Phone:
770-715-3351

Comment on Advisor
Name: Sarah Perkins
Address:
College Funding Service Center
163 Boston Port Road
Suite 2-B
Waterford, CT 06385

Phone:
800-525-0568 ext. 2

Comment on Advisor
Name: Binh Ton-That
Site: www.goldenkeycollegeplanning.com

Address:
1542 McLaughlin Avenue
San Jose, CA 95122

Phone:
408 418 8682

Comment on Advisor
Name: Mark Cruver IEC
Site: www.capstoneeducationalconsultants.com

Address:
Capstone Educational Consultants
Fayetteville, GA 30215

Phone:
678-371-1346

Comment on Advisor
Capstone Educational Consultants, LLC is a growing practice that provides the highest level of assistance to families of college-bound students in the college selection and admissions process. With growing change in higher education and an increasingly complicated admissions process, students and their families are often overwhelmed with knowing where to start and how to find their best college fit. It's our goal to develop clear strategies and objectives that make sense of the journey and bring the family peace of mind.
Name: Jeffrey Gaudette CCPS
Site: www.thehigheredvantage.com

Address:
The HIGHER EDvantage
704 Rogers Street Suite A
Lowell, MA 01852

Phone:
978-905-7261

Comment on Advisor
Name: Casey Joan
Site: www.educationaladvocates.com

Address:
Educational Advocates College Consulting
1678 Beacon St.
Brookline, MA 02445

Phone:
617-734-3700

Comment on Advisor
Name: Zena Taylor Independent College Advisor
Site: http://selecttherightcollege.com>

Address:
College Select, LLC
P.O. Box 31381
Houston, TX 77231

Phone:
(281) 785-8486

Comment on Advisor
Name: Todd Weaver
Site: www.strategiesforcollege.com

Address:
Strategies for College, Inc.
955 Washington Street, 2nd Floor
Norwood, MA 02062

Phone:
888-485-7299 x3
617-653-2766

Comment on Advisor
Helping families integrate affordability with admissibility in planning for the right college choice.
Name: Sue Merrick
Address:
Next Step College Planning Services
22315 Claysprings Lane
Katy, TX 77450

Phone:
832-647-5463

Comment on Advisor
The mission of Next Step College Planning Services is to guide families through each step of the college planning process. Using a student-centered approach, we help students understand what they can do to prepare for college, work together to find colleges that will be a good fit, and guide them through the application and decision process.
Name: Charlotte Klaar Office
Site: www.cklaar.com

Address:
Klaar College Consulting LLC
14 Fiona Way
Brunswick, MD 21758

Phone:
3018346888
240-344-6884

Comment on Advisor
Name: Vita Frances Cohen ?
Site: www.cohencollegeconsulting.com

Address:
Cohen College Consulting, Ltd.
2640 Dundee Rd. #1043
Northbrook, IL 60065

Phone:
(612) 229-8731
(847) 254-4347

Comment on Advisor
Name: Mary Harkins M. Ed.
Site: prescottacademics.com

Address:
Prescott College Consulting
1108 N. Bethlehem Pk
Suite 1
Ambler, PA 19002

Phone:
2674608455
2159136651

Comment on Advisor
Name: Tim Hamilton CFP®, ChFC®, MBA
Site: www.financialfamilies.com

Address:
FinancialFamilies
10400 Blacklick Eastern Road
Pickerington, OH 43147

Phone:
614-406-7141

Comment on Advisor
FinancialFamilies is a fee-only financial and college planning member firm of The National Association of Personal Financial Advisors (NAPFA). NAPFA membership indicates that every family always receives a fiduciary level of care and commissions are never accepted.
Name: Shalay Branch
Address:
1598 South 2330 East
Spanish Fork, UT 84660

Phone:
801-866-2766
801-850-6535

Comment on Advisor
Name: Geri Perkal
Address:
Rudolf Steiner School
15 E. 78th Street
New York, NY 10075

Phone:
212-879-1101 x323

Comment on Advisor
Name: Stuart Canzeri
Site: www.peachtreecollegeplanning.com

Address:
Peachtree College Planning
3500 Piedmont Rd
Suite 225
Atlanta, GA 30305

Phone:
404-513-4865

Comment on Advisor
Name: Peg Keough CCPS, Securities Licensed (7, 66)
Site: www.waytothequad.com

Address:
Way to the Quad
14042 NE 8th Street
Suite 201C
Bellevue, WA 98007

Phone:
425-736-3756

Comment on Advisor
Name: Hannah Stoffel
Site: www.succeedwhereitcounts.com

Address:
Succeed Where It Counts LLC
132 Wood Acre Drive
Mooresville, NC 28115

Phone:
7049287623
7049287623

Comment on Advisor
Name: Todd Ehret
Site: www.cornerstonefr.com

Address:
Cornerstone Financial Resources
1403 15th Ave NW
Austin , MN 55912

Phone:
507-433-3353
612-730-1525

Comment on Advisor
Name: Elizabeth Stone PH.D.
Site: www.campanile.us

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

Phone:
650-579-6180

Comment on Advisor
Campanile provides comprehensive services to students and families including pre-college guidance, college admission counseling, and custom college itinerary planning through Campanile College Tours. Dr. Stone, Executive Director, is author of the book THE BETTER COLLEGE ESSAY: FITTING IN and STANDING OUT (2014). She speaks locally and nationally on the college admissions process and the college essay. She earned her PhD from UC Berkeley and has taught in the UC Berkeley Certificate Program in College Admissions and Career Planning. Campanile works with students in the US and abroad.
Name: Lena Han
Address:
Lighthouse Education Center
655 Deep Valley Dr. #200
Rolling Hills Estates, CA 90274

Phone:
310-997-6172

Comment on Advisor
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

Comment on Advisor
Name: Susan Smith
Address:
Bedford Educational Consulting
14 Whitlockville Road
Katonah, NY 10536

Phone:
914-666-9454

Comment on Advisor
Name: william Hohmann CFP
Site: centerpointjax.com

Address:
Centerpoint Wealth Advisory
4237 Salisbury Road North
Bldg 1, Suite 109
Jacksonville, FL 32216

Phone:
9042961550
9042961550

Comment on Advisor
Name: Jeff Moorman The College Navigator LLC.
Address:
The College Navigator LLC.
93 River Street
Milford, CT 06460

Phone:
2032835388
2032835388

Comment on Advisor
Name: Michael Rappa ChFC, CLU, CCPS
Site: www.ivyleaguecollegeplanningstrategies.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: Dana (Dee) Freeland CPA, CFP
Address:
Dana L. Freeland, CPA
16130 SE 300th Street
Kent, WA 98042

Phone:
253-234-2343
253-639-5249

Comment on Advisor
Name: Maureen Featherston
Address:
1749 Ruth Drive
Pleasant Hill, CA 94523

Phone:
480-206-7076
480-206-7076

Comment on Advisor
Name: Jeff Haig
Site: www.StrategicCollegeConsulting.com

Address:
Strategic College Consulting
4199 Campus Drive
Suite 550
Irvine, CA 92612

Phone:
949-306-7878

Comment on Advisor
Strategic College Consulting is an educational company founded by Dr. Jeffrey Haig, who is dedicated to helping families navigate the college and financial planning process. With admissions more competitive than ever, we will help students develop a game plan that will maximize college admissions success!
Name: Winnie Yan
Site: www.aecjv.com

Address:
Hong Kong, INTL

Phone:
+852 68921269

Comment on Advisor
Name: Aditya Chaudhary Director
Site: www.bbedu.in

Address:
Back Benchers
D - 72
East of Kailash
Delhi, India , INTL 110065

Phone:
+919810393184
+919990058787

Comment on Advisor
Name: Anthony Stradford Certified College Planning Specialist
Site: www.integrityeduc.com

Address:
Integrity Education Solutions
1968 Edna Way
Virginia Beach, VA 23464

Phone:
757-560-8876

Comment on Advisor
Name: Dave Coen CEO
Site: www.collegeplanningamerica.com

Address:
College Planning America
23046 De La Carlotta
Suite 420
Laguna Hills, CA 92653

Phone:
7148131703
7148131703

Comment on Advisor
Financial and College Planning - Just because your student is leaving the nest, does not meant that they have to take your nest egg with them.
Name: Andrew Windham CCPS, CPRS
Site: https://CollegePlanningInstitute.com

Address:
College Planning Institute
3950 Cobb Pkwy
Suite 1004
Acworth, GA 30101

Phone:
7708820123
7708820123

Comment on Advisor
Name: Mary Kay Trippe
Address:
Bay Area Counseling
3180 Racquet Club Drive
Traverse City, MI 49684

Phone:
231-933-4009
231-933-4032

Comment on Advisor