Westface College Planning

History

Westface College Planning is part of Westface Financial and Insurance Services, a private financial services firm based in San Carlos, CA founded in 2005. We work with families throughout Northern California in all areas of financial services. We have over 25 years of experience in business and financial services. As part of our community outreach, we host educational workshops at schools, libraries, service clubs, and employment sites on College Funding, Retirement Planning, Mortgage Management, and Qualified Plans. All our workshops are complimentary, educational, and 100% non biased and conflict free. These workshops allow us to demonstrate our expertise in critical areas of financial management while sharing with our audience unique, practical insights we have gained from working with hundreds of families.

Specialties

If you're a typical parent with college-bound students, you're probably overwhelmed. You want to help your sons and daughters make the right choices and prevent overpaying for their education. You're not alone! At Westface College Planning, we're committed to helping parents through this process by offering information packed one-hour workshops. Learn how to: * Understand the true cost of college (and how to afford it!) * Discover the steps you should be taking in your student's freshman, sophomore, junior and senior year * Maximize financial aid and minimize expenses * Compare public vs. private costs * Develop best practices for school selection Most parents are not financially prepared to enter the most expensive time period of their lives, but we're here to help!