Ask an expert (College Financial Planning)

Note from Audra:   I have been working with Stuart since my class of 2017 DHS graduate started planning for college.   He has been very helpful with support, knowledge, tips and tricks to help make college more affordable for my family.   He is back again for this edition of our education guide offering his services for our new “ask an expert” column for The Aha! Connection. I hope many of you will take advantage of this opportunity to get some great college financial planning advice from Stuart at Peachtree College Planning

This month he is inviting all of you to a special online event on Thursday at 7:    The 8 steps to a great college funding plan that can save you thousandsClick here to register. 

Plus be sure to read through this article to the end to see that he’s also offering a free 20-minute strategy call for all Aha! Subscribers.

Following is more information about Stuart and how you can submit a question to him:

With financial aid season in full swing, our local college financial planning expert, Stuart Canzeri, co-founder of the local firm Peachtree College Planning and known nationally as one of the College Financial Guys, is here to help answer questions from Aha! Subscribers about anything financial as it relates to college.  Whether it is about the FAFSA, tax strategies to lower the costs, scholarships, financial aid, funding plans or even college selection strategies, Stuart and his network look forward to answering your questions.

To submit a question to Stuart you can post publicly via the comments section on this post or email Stuart directly at stuart@peachtreecollegeplanning.com

Stuart will try to answer the first 25 questions as soon as possible and will provide our College Decision Navigator Guide to anyone who submits a question. 

More about Stuart……Stuart Canzeri is a financial planner that works with college bound families and business owners.  For almost 20 years he has been in financial services, and for the last decade his has been helping families save ON the costs of college verse save for the cost of college.  By combining college admissions, college funding, college financial planning and tax planning, Stuart and his team can help every family have peace of mind when making their college decisions. 

Stuart serves as a member of the National College Advocacy Group which provides college planning education for college planning professionals, students, and families and is also a member of the Association of Certified College Funding Specialists.  In 2009, he was appointed Commissioner of the Housing Authority of Fulton County and still serves today.  He has been quoted, features or spotlighted in Atlanta Magazine, CBS46, the Wall Street Journal and in Money Magazine.

He received a BA from Tulane University, MBA from Mercer University and completed the CFP program at the University of Georgia Terry School of Business. 

On Sundays, he enjoys volunteering in Waumba Land at Buckhead Church, is happily married to Raven Canzeri and loves wrestling with his two small boys, James and JW and dog, Boomer.

As a special gift for all Aha! Subscribers, Stuart will schedule a free 20-minute strategy call to get you pointed in the right direction.  Just visit www.peachtreecollegeplanning.com  and click schedule a call on the homepage.

One comment on “Ask an expert (College Financial Planning)

  1. Hi Stuart… I have heard that it is possible to save too much for college. I have about $30k in my daughter’s 529 college savings plan. We have some personal savings we can use. Should I back off if she plans to go to a state school? She is currently a junior so we are 1.5 years away from college. I don’t know if she will qualify for any financial aid considering our income and low level of debt.

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