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College Planning America

College Planning America

Financial ServicesFlag of USIrvine, California, United States1-10 Employees

Company overview

Headquarters1920 Main St, Irvine, California 92614, US
Phone number+17148131703
Website
NAICS52
SIC822
Keywords
College Planning And Financial Planning
Founded2009
Employees1-10
Socials

Key Contact at College Planning America

Flag of US

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.

FormatExamplePercentage
{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?

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College Planning America revenue & valuation

Annual revenue$22,000,000
Revenue per employee$5,481,000
Estimated valuation?$70,200,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

College Planning America has 1 employees across 1 departments.

Departments

Number of employees

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.

Autoptimize

Autoptimize

Performance

Google Maps

Google Maps

Maps

MonsterInsights

MonsterInsights

Analytics

jQuery Migrate

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

MailChimp

MailChimp

Email

Google Analytics

Google Analytics

Analytics

Moment.js

Moment.js

JavaScript libraries

Frequently asked questions

College Planning America is located in Irvine, California, US.
You can reach College Planning America at +17148131703.
College Planning America was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.
College Planning America has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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