College Planning America is a Registered Investment Adviser (RIA) firm that specializes in comprehensive college funding strategies for families across the United States. Founded by a CERTIFIED FINANCIAL PLANNER™, the company operates as a fiduciary, providing personalized advice on topics such as maximizing financial aid eligibility, utilizing savings vehicles like 529 plans, managing assets, and integrating college planning with long-term retirement goals. Their mission is to equip families with the necessary tools and knowledge to make informed financial decisions regarding higher education without jeopardizing their financial future.

Founded in

United States