


College Planning America
Financial Services • Irvine, California, United States • 1-10 Employees
Company overview
| Headquarters | 1920 Main St, Irvine, California 92614, US |
| Phone number | +17148131703 |
| Website | |
| NAICS | 52 |
| SIC | 822 |
| Keywords | College Planning And Financial Planning |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Key Contact at College Planning America
Dave Coen
CEO / Registered Representative RICP
College Planning America Email Formats
College Planning America uses 1 email format. The most common is {first initial} (e.g., j@collegeplanningamerica.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@collegeplanningamerica.com | 100% |
About College Planning America
♦ 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?
College Planning America revenue & valuation
| Annual revenue | $22,000,000 |
| Revenue per employee | $5,481,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $70,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
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Employees by Department
College Planning America has 1 employees across 1 departments.
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Funding Data
College Planning America has never raised funding before.
College Planning America Tech Stack
Discover the technologies and tools that power College Planning America's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
4.8
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