Insights

Retirement Focus Targeted messaging to clients seeking efficient retirement planning and risk mitigation, highlighting how integrated college planning can protect retirement savings while funding education.

College Cost Relief Position services around reducing college cost of attendance and maximizing aid, appealing to parents who need affordable paths to higher education without compromising retirement goals.

Cross-Sell Opportunities Leverage the dual emphasis on retirement and college planning to cross-sell bundled financial planning services, insurance, and investment strategies to families and near-retirees.

Tech and Attribution Utilize their existing tech stack (WordPress, Mailchimp, Google Tag Manager) to run targeted campaigns, lead nurturing, and attribution for retirement and college planning services.

Growth Potential Explore strategic partnerships or referral programs given revenue size and a similar market competitor profile, aiming to expand client reach and scale operations beyond the current small team.

College Planning America Tech Stack

College Planning America uses 8 technology products and services including WordPress Super Cache, oEmbed, Mailchimp, and more. Explore College Planning America's tech stack below.

WordPress Super Cache

Caching

oEmbed

Dev Tools

Mailchimp

Twemoji

Font Scripts

jQuery

Javascript Libraries

Underscore.js

Javascript Libraries

Google Tag Manager

Tag Management

Sitelinks Search Box

Web Tools And Plugins

College Planning America Email Formats	Example	Percentage
First@collegeplanningamerica.com	John@collegeplanningamerica.com	75%
FirstL@collegeplanningamerica.com	JohnD@collegeplanningamerica.com	25%

College Planning America Email Formats

Example

Percentage

First@collegeplanningamerica.com

John@collegeplanningamerica.com

75%

FirstL@collegeplanningamerica.com

JohnD@collegeplanningamerica.com

25%

Frequently Asked Questions

What is College Planning America's official website and social media links?

College Planning America's official website is collegeplanningamerica.com and has social profiles on LinkedIn.

How much revenue does College Planning America generate?

As of July 2026, College Planning America's annual revenue is estimated to be $1M - $10M.

What is College Planning America's NAICS code?

College Planning America's NAICS code is 52 - Finance and Insurance.

How many employees does College Planning America have currently?

As of July 2026, College Planning America has approximately 4 employees across 1 continents, including North America. Key team members include Partner: J. M.Counselor: K. M.. Explore College Planning America's employee directory with LeadIQ.

What industry does College Planning America belong to?

College Planning America operates in the Financial Services industry.

What technology does College Planning America use?

College Planning America's tech stack includes WordPress Super CacheoEmbedMailchimpTwemojijQueryUnderscore.jsGoogle Tag ManagerSitelinks Search Box.

What is College Planning America's email format?

College Planning America's email format typically follows the pattern of First@collegeplanningamerica.com. Find more College Planning America email formats with LeadIQ.

When was College Planning America founded?

College Planning America was founded in 2009.

College Planning America

Q: How many employees does College Planning America have currently?

College Planning America has approximately 4 employees.

Q: What technology does College Planning America use?

College Planning America's tech stack includes jQuery, Network Solutions, Really Simple Discovery, Google Tag Manager, Mailchimp.

Q: What is College Planning America's NAICS code?

College Planning America's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

College Planning America operates in the financial services sector with a focus on both retirement planning and college cost management. The company aims to help clients develop comprehensive, efficient plans that address retirement risks and expenses, while also guiding parents on how to fund a student’s education without compromising retirement savings. Its services are positioned to assist individuals and families in balancing long-term financial goals, reducing the total cost of attendance, maximizing available financial aid, and understanding the true costs of college. Based in a city in the United States, the firm emphasizes a structured approach to aligning college planning with retirement objectives, targeting households seeking to optimize their overall financial plan. The organization is a small team, reflecting a localized, personalized service model within the broader financial services industry. A recent development includes ongoing emphasis on integrated planning for both retirement and college funding, as described in its mission to provide comprehensive guidance to clients.

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