About San Francisco Bay Area College Planners 

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Welcome to the California San Francisco Bay Area College Planning Specialist About Us page. When it comes to saving and paying for college, a Bay Area College Planning Specialists Certified Advisor can help make a college education an affordable reality. A Bay Area College Planning Specialists Certified Advisor also has the expertise to help you develop the best plan possible and make the best financial choices for you and your family. 

Many financial advisors and CPA's have not been trained in the specialty of college financial planning and are therefore limited in the assistance they can provide. But when it comes to college financial planning, a Bay Area College Planning Specialists Certified Advisor can deliver the highest caliber of knowledge and service. 

By working with your existing financial resources we can help you learn ways to make college more affordable and have a positive impact on your quality of life and your other financial priorities such as vacations, home improvements and retirement plans.  

You deserve the piece of mind that comes from working with a trusted Certified Advisor. Take charge of your financial future by working with a Bay Area College Planning Specialists Certified Advisor to develop your personal plan to pay for college without going broke.  

WE CAN HELP ! 

Dan Evertsz is the owner of College Planning Specialist located in Oakland, CA. Together, for the past 17 years, we have helped of hundredes of working class families obtain financial aid from countless universities across the country.

College Planning Specialist educates and navigates working families through the College Financial Aid system. Per guidelines set forth by the Department of Education, there are many strategies that can be used to help families lower their "expected family contribution", which  is part of the federal guidelines formula that will ultimately determine the amount of money the family of a student will be required to pay on a yearly basis. 

Bay Area College Planning Specialist is deicated to assisting all families obtain a piece of the over $100 billion dollars available for college. The students and families that receive the most financial aid are not always the families that may deserve it the most.

Mr. Evertsz also wants to announce the long awaited partnership with the nationally recognized "Applywise" product line of on-line college admission tools now available to California and San Francisco Bay Area students.

 


Co-Owner Gerna Benz of College Planning Specialists has equally helped hundreds of families maximize their eligibility for financial aid.  Gerna has lectured all over the country from colleges, community centers, and churches spreading the word that no child shall be left behind due to financial or academic limitation.

Gerna has acheived the designation of CCPS - Certified College Planning Specialist through The National Institute of Certified College Planners.

Gerna is a certified college planning specialist that belongs to multiple college planning associations nationwide.  Gerna has been in the finance industry for more than 20 years.  Gerna is nationally recognized as an expert on college planning.


We are here to make parents feel confident that their student has an attainable plan to get into a college program of your choice comfortably. 

You deserve the piece of mind that comes from working with a trusted Certified Advisor. Take charge of your financial future by working with a Bay Area College Planning Specialists Certified Advisor to develop your personal plan to pay for college without going broke.   

Get your share of the over $100 billion in grants and financial aid that is awarded each and every year. 

                    Phone 510-686-7979                     Fax 510-405-888

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