Jeff Walters

ABOUT Jeff Walters

Jeff Walters is the President of Community Educational Funding and our non-profit Community Education Foundation.

Jeff learned through putting his own children through college – the tools that were traditionally utilized through college planning have the potential to hurt a family’s financial aid abilities. He has made it his mission to educate, prepare, and supply clients with the resources available for college funding and planning to achieve maximum financial aid benefits. He believes that you never stop learning and becoming better educated.

Through Jeff’s experiences as an award-winning coach and planner, Jeff is the ideal fit for working with parents and students as they tackle the college planning beast.  In his practice, Jeff helps his clients by utilizing a team approach by engaging experts in the areas of college funding, insurance planning, and tax savings. Through this approach he is able to help our clients overcome their concerns about college and the impact that it can have on a families overall financial well-being.

Designations

Qualifications

Licensed - Yes

License No -

License Type - Insurance

Services Offered

College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Estate Planning
Cashflow Management
Education Loans
Financial Aid
FAFSA Review
Scholarship Search
Career Guidance
Admissions Assistance
Essay Writing
ACT/SAT Prep

Meetings Offered

My Office
Workplace
Home Visits
Over Phone
Webmeetings

Availability

Mornings
Afternoons
Evenings
Weekends