Financial PlanningCollege Planning without sacrificing your retirement. History Established in 2014. Dave Coen (CEO) is a certified College Planning Specialist, has served on the advisory board of a national College Planning training organization, is a licensed Financial Advisor and is a qualified master mentor in one of the nation’s most esteemed program for financial professionals. He is heavily involved in training up a team of financial advisors across the USA.Dave has developed a comprehensive College Planning System to help both parents and students to manage their college experience in the most efficient manner possible and currently presents educational seminars at many schools.
