Manuel de la Vega

ABOUT Manuel de la Vega

I have been in the financial services industry for over 3 decades, but it wasn't until my first kid reached her junior year in high school that I realized how complex and stressful the college admissions and funding process can be. This and the fact that I had 4 more college-bound children drove me to become an expert in college planning and incorporate this discipline into my financial advisory practice. Most professional advisors subscribe to an approach that addresses college planning as essentially a savings issue. But there is so much more beyond just savings. It is paramount to identify strategies that leverage the unique situation of each family so that parents can send their students to the right college, for the right reasons, and save thousands of dollars compared to what uninformed parents generally pay.  Schedule a free consultation by copying this link into your browser: https://calendly.com/collegiateavenues/45min

Designations

MBA - Master of Business Administration

Qualifications

Investment Advisor Representative and Life & Health Insurance Agent.

Licensed - Yes

License No - CRD#: 5449058

License Type - Securities & Insurance

Services Offered

College Financial Planning
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management
Education Loans
Financial Aid
FAFSA Review
Scholarship Search
Career Guidance
Admissions Assistance
Athlete Recruiting

Meetings Offered

My Office
Workplace
Home Visits
Over Phone
Webmeetings

Availability

Mornings
Afternoons
Evenings
Weekends