MEET OUR TEAM
Lea Cruz
COLLEGE FINANCIAL PLANNER
CA License #0G17530
CELL: (951) 544-7693
Lea graduated from California State University of Long Beach in 2005 with a degree in Business Finance. For almost two decades, she has been servicing clients in the financial field assisting families in making some of the biggest financial decisions in their lives.
Having children of her own, she was forced to investigate how to best prepare for the rising college cost for her three children. Upon a great amount of research, she decided to specialize in the college financial planning and retirement planning field to assist underserved families from all walks of life that needs help and guidance in figuring out how to send their children to college without jeopardizing their retirement.
With her strong belief that every hardworking student deserves to get higher education, she works very closely with families in putting together a solid financial plan to pay for college the most cost-efficient way possible. She also focuses on providing her clients a safe way to grow their retirement savings as well as create tax-free income through the retirement years.
Theresa Palmer
STUDENT POSITIONER l CAREER & COLLEGE COUNSELOR
As an educator for 20 years, Theresa has worked with many students and their families and is passionate about college planning. She received her bachelor’s degree in History with a minor in Psychology from University of San Diego, then later received her master’s degree in Counseling. As a first-generation college student, she understands the struggle students and their families undergo in the college admissions process. She has multiple teaching credentials, a counseling credential and multiple college admissions counseling certificates.
As a parent to two daughters one in high school and the other in college, Theresa understands what the college process means in a variety of contexts. Theresa is on the team to help navigate the journey finding a college that fits academically and socially ensuring students have the best opportunities for success in the future.
Sarah Perkins
Service Center Consultant – Forms Processing & Awards Analysis
Sarah Perkins is a graduate of the University of Connecticut with a degree in Organizational Studies. With over 15 years of experience at the College Funding Service Center, Sarah has been a trusted resource for thousands of families, navigating the complexities of the college admissions and financial aid process.
Her expertise spans all aspects of college planning, from financial aid forms filing to awards, appeals, and ongoing client communications. Sarah takes pride in being a reliable guide for families during what can often be a confusing and stressful time. She enjoys helping families feel confident and informed as they navigate the college process.
Chris Cruz
Planner Associate/Client Servicing
CA License # 4369046
Bachelor of Science-Business
California State University of Long Beach
Claire Hise
Workshop/Webinar Coordinator
Client Servicing
Bachelor of Arts-Psychology
California State University of Long Beach
A comprehensive well thought out plan could be just one phone call away…
Our team is dedicated to making your college planning process go as smoothly as possible. Each service will be handled by a team member with the expertise, experience, and training in their respective fields.
Throughout the process, continuous communication with each team members, parents, and students is crucial to have a successful outcome.
949.420.4509 or 951.544.7693
(949) 420-0681
(Text l Voicemail for Webinar & Workshop Confirmations)
Hours Mon-Fri: 9:00AM – 5:00PM
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