About San Francisco Bay Area College Planners
Welcome to the California San Francisco Bay Area College Planning Specialist About Us page. When it comes to saving and paying for college, a Bay Area College Planning Specialists Certified Advisor can help make a college education an affordable reality. A Bay Area College Planning Specialists Certified Advisor also has the expertise to help you develop the best plan possible and make the best financial choices for you and your family.
Many financial advisors and CPA’s have not been trained in the specialty of college financial planning and are therefore limited in the assistance they can provide. But when it comes to college financial planning, a Bay Area College Planning Specialists Certified Advisor can deliver the highest caliber of knowledge and service.
By working with your existing financial resources we can help you learn ways to make college more affordable and have a positive impact on your quality of life and your other financial priorities such as vacations, home improvements and retirement plans.
You deserve the piece of mind that comes from working with a trusted Certified Advisor. Take charge of your financial future by working with a Bay Area College Planning Specialists Certified Advisor to develop your personal plan to pay for college without going broke.
WE CAN HELP !
Owner Gerna Benz is our lead College Planning Specialist who has equally helped hundreds of families maximize their eligibility for financial aid. Gerna has lectured all over the country from colleges, community centers, and churches spreading the word that no child shall be left behind due to financial or academic limitation.
Gerna has acheived the designation of CCPS – Certified College Planning Specialist through The National Institute of Certified College Planners.
Gerna is a certified college planning specialist that belongs to multiple college planning associations nationwide. He has been in the finance industry for more than 20 years, and he is nationally recognized as an expert on college planning.
Phone 510-686-7979 Fax 510-405-8880
We proudly serve the State of Hawaii, all of Marin County and the following additional Northern California San Francisco Bay Area communities including San Ramon, Danville, Walnut Creek, Pleasanton, Dublin, Pleasant Hill, Orinda, Moraga, Berkeley, Lafayette, Alameda, Brentwood, Fremont, Sacramento, San Francisco, San Jose, Pacifica, Milbrae, Burlingame, San Mateo, Belmont, Palo Alto, Mountain View, Los Altos, Sunnyvale, Mill Valley, San Rafael, Novato, Petaluma, Santa Rosa and Daly City.