College Planning Source
10875 Rancho Bernardo Rd #106
San Diego CA 92127

College Planning Source has helped educate and guide families through the complicated process of preparing for higher education since 2002. We help families navigate through all aspects of college planning to ensure we have explored every possible option in order to make the right choice for their family’s future. We recognize that no two families or students are the same and take great pride in customizing strategies and plans for families to help their loved ones achieve higher education.

We understand that preparing for college and the future requires the efforts of both the family and students alike. With this in mind we’ve created some unique programs to assist families and their college bound student. Our services include:

  • College Funding
  • Student Development
  • Application Support
  • Wealth Management

If you are the parent of a high school student who is planning on achieving higher education at a public or private university, you must attend one of our workshops. At this 75 minute community workshop, we will discuss the financial aid process, formula factors, scholarships, funding options, admissions and all other information you will need to understand in order to receive the maximum amount of financial aid, minimizing your out-of-pocket costs and help your student get into the colleges of their choice. Even if your family is not eligible for need-based aid, we will explain the best strategies on how to pay for college on the most tax-efficient basis – without putting a strain on the rest of your finances.

In this workshop, you will learn:

  • How to increase your tax deductions and tax credits.
  • How to pick colleges that will give you the best financial aid packages.
  • How to get your student into their top choice schools.
  • Which assets are taken into consideration when the U.S. Department of Education calculates your Family Contribution.
  • How to pay for college in a volatile economy without relying on 529 plans, expensive private student loans or depleting your retirement accounts.
  • How to lower your “out-of-pocket” costs and get the maximum amount of money from each school.

These workshops are FREE and the knowledge you will gain is PRICELESS. There is a limited seating capacity so reserve your seats now. Check our Local & ON Demand Workshops list to REGISTER for informational workshop today!

Visit our website and register today!!


Contact information:

Monday – Friday: 10:30 AM – 6:30 PM

Phone: 858.676.0700

Phone Number
(858) 676-0700
Fax Number
(866) 792-2762
Date Joined the BBB
Type(s) of Business
Educational Consultant

Date Established
10875 Rancho Bernardo Rd #106
San Diego CA 92127
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