Rochelle L.
10/9/2025
Lea Cruz and her team, Teresa, Dalilah and Sarah worked with our son to make his life college decisions. We felt we were spinning our wheels talking to him. We needed someone like Lea to tell our...
Excel College Planning
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27201 Puerta Real Ste 300
Mission Viejo, CA 92691
Excel College Planning in Mission Viejo, CA, specializes in providing families with a comprehensive approach to navigating the college application process while balancing financial responsibilities for both education and retirement. Their services include personalized college selection guidance, financial aid assistance, and strategies to reduce out-of-pocket costs, ensuring that students and parents make informed choices that align with their academic and financial goals.
With a commitment to helping families save significantly on college expenses, Excel College Planning offers free informational webinars designed to educate parents on the complexities of college funding, financial aid forms, and the importance of early planning. Their expertise extends to assisting families in developing financial plans that accommodate both college costs and retirement savings, fostering peace of mind throughout the academic journey.
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Reviews
5.04 reviews
Oscar S.
4/24/2025
Excel College Planning has been absolutely amazing. I have the pleasure of working with Lea, Dalilah and Sarah. They helped us with both of our daughters. Helping us with all forms concerning...
Melinda H.
9/18/2025
Lea Cruz was so helpful, informative, and professional. She spent time and energy answering questions I had and offered some solutions. I can't wait to work with her just based on how informative...
Rosie G.
8/24/2025
My family has worked with Ms. Cruz, since 2014, when our twins were still in high school and we were trying to navigate the whole college application and financial planning process. Ms. Cruz...
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