College Planning America Employee Directory

Financial ServicesUnited States2-10 Employees

♦ Planning for an efficient Retirement
So many people plan to save money for retirement, but unless there is a proper plan in place for all of the areas and risks affecting retirement, many will be faced with inefficiencies that could be worth 100's of thousands of dollars if they were just done differently. 
Unless we have a proper plan in place for retirement way before we get there, we might face issues and risks that we never planned for. 
Our goal is to assist our clients in achieving their goals through efficient and comprehensive planning and to know the answers to the four most important questions everyone should know about their financial plan.  

♦ College Planning without sacrificing Retirement
Parents across the country are benefiting from this specialized planning, often saving tens of thousands of dollars on their child’s overall cost of attendance.
•	Afford college without jeopardizing your retirement savings
•	Learn how to lower your student’s cost of attendance
•	Discover how to maximize available financial aid and scholarship money
•	Understand the true cost of college and how to become better prepared financially
At College Planning America, we use a structured approach to help parents accomplish their goals for their student’s college education – without having to sacrifice their own retirement in the process!

If I don't know what my total Financial Plan looks like, then how can I know how much I can spend on College?

Find College Planning America employees' phone numbers or email addresses

College Planning America Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

College Planning America's Leadership

  • Stylized image of a person
    J. M.
    Partner
    Phone icon
  • Stylized image of a person
    K. M.
    Counselor
    Phone icon

Contact profiles from College Planning America

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M.
    Partner
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    K. M.
    Counselor
    Phone icon
    Oct 18, 2024

Frequently Asked Questions

What is College Planning America known for?

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College Planning America was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 1920 Main St, Irvine, California 92614, US. Explore College Planning America's company overview page for more information.

What is College Planning America's most common email format?

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College Planning America employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more College Planning America email formats with LeadIQ.

How many employees does College Planning America have currently?

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College Planning America has approximately 4 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are College Planning America's key employees and leadership?

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As of October 2025, College Planning America's key employees include:

  • Partner: J. M.
  • Counselor: K. M.

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