Saving for College

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Invest in their future, without compromising your own.

In a region full of opportunity, education remains a critical advantage. Whether your child dreams of becoming a software engineer, architect, or entrepreneur, we’ll help you plan ahead with flexible, tax-advantaged strategies.

Our professionals, through Sorrento Pacific Financial, can guide you through education savings options:

529 Plans**
Coverdell Education Savings Accounts
Custodial Accounts (UGMA/UTMA)

We’ll also answer common questions from Bay Area families, including:

How does a 529 plan impact financial aid?
Can I access the funds in an emergency?
What if my child changes their education plans?

**There are fees associated with 529 savings plans. Investments in 529s involve investment risks. You should consider your financial needs, goals, and risk tolerance prior to investing. More information about 529 plans can be found in the issuer’s official statement or plan disclosure document which should be read carefully prior to investing. Most 529 plans are sponsored and administered by states. State tax benefits vary among the states and some offer residents additional tax benefits if they invest in their own state plan. Consult a qualified tax professional for more information.

Schedule A Consultation

Let’s create a plan that aligns with both your educational and financial priorities.

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