John Heo
Certified College Funding Specialist®
CPA, Enrolled Agent, or Tax Professional
(562) 315-6064
ABOUT John Heo
Certified College Funding Specialist
Tax Professional IRS Enrolled Agent
Financial Services Professional
Retirement Planning & Wealth Management
Designations
Qualifications
IRS Enrolled Agent Series 6 & 63 License
Licensed - Yes
License No - EA #105516, Cal # 0G67477
License Type - Securities & Insurance
Amvision College Planning, LLC
1440 North Harbor Boulevard, Ste 807
Fullerton, CA 92835
P: (562) 315-6064
F: (562) 478-4577
www.amvisionplanning.com
Services Offered
College Financial Planning
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management
Education Loans
Business Consulting
Financial Aid
FAFSA Review
Scholarship Search
Career Guidance
Admissions Assistance
Meetings Offered
My Office
Availability
Mornings
Afternoons
Evenings
Weekends
CCFS® (Certified College Funding Specialists)
EARNED BY
John Heo
ISSUED ON
2017-01-01
CCFS® MEMBER ID
C-868-1399142433
DESCRIPTION
The CCFS® certification mark identifies college financial professionals who have met the high standards of competency and ethics established and enforced by the Association of Certified College Funding Specialists.
Unique Badge ID - 46DV04Y_Rqius2L_eGWZFQ
Disclosures