Education Partners

College Aid Pro

College Aid Pro™ is changing the way America shops for college. Their cutting-edge software, support and education platform are built on the founders’ 50+ combined years of direct experience helping families navigate the cost of college. The CAP Advisor Platform enables financial and college-planning professionals to better and more efficiently serve families with college-bound teens, and the MyCAP Platform allows families not working with a college-planning professional to plan for, and save on, the cost of college, as well as seek on-time guidance from a college planning expert.

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Rooted Planning Group

The Rooted Planning Group team works virtually all over the U.S. helping clients nationwide. This team of dedicated financial planners is focused on providing clients with holistic financial advice tailored specifically to the client’s individual goals and life’s dreams. Their mission is to celebrate, strategize and consult with clients every step of the way on their wealth journey. They want clients to feel good about their money. According to Rooted Planning Group, “We’re on a mission to make you so financially strong that your confidence will make others wonder what you’re up to. We will not judge you; we create a safe space for you to discuss all your finances.” Their goal is to provide clients with both financial planning and financial education.

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Weingarten Associates

Ken Weingarten is passionate about helping individuals achieve their goals through comprehensive financial planning. “Few things provide me with as much joy as making a positive difference in my clients’ lives by helping them to achieve their financial goals,” says Ken. “The financial goals are just the vehicle; the real satisfaction is seeing my clients live their lives to the fullest, knowing that the financial portion has been thoroughly addressed.”

Ken began his professional career in technology sales, learning to customize the customer experience and develop meaningful professional relationships. Ken used these skills to found Weingarten Associates, LLC, in 2003 with his wife, Trina Weingarten. Both Ken and Trina focus on providing high quality advice and an exceptional client experience.

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College Financial Lady

Ann Garcia has helped thousands of families save millions of dollars on college. A fee-only Certified Financial PlannerⓇ and managing partner of Independent Progressive Advisors, Ann specializes in helping families balance the desire to support their children’s dreams with the reality of funding their own lives. Her book, How to Pay for College, is set to release Summer 2022 from Harriman House; its companion website and online course are available now.

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