We are ready to help you achieve your college and retirement goals.

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Office: (949) 420-4509 or (951) 544-7693

E-Fax: (714) 409-3232

Text (949) 420-0681 (Webinar & Workshop Confirmations)

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OFFICE ADDRESS

27201 Puerta Real, #300

Mission Viejo, CA 92691

LET’S GET STARTED

We‘ve helped people just like you achieve peace of mind and a financial plan…

Step By Step, Easy To Understand!

Excel College Planning, led by Lea, has been really helpful in guiding our family through the often overwhelming college preparation process. Lea and her team are both professional and personable, and they truly take the stress out of what can feel like a daunting journey–especially for first-time parents.

From the very beginning, Lea always consistently available to answer our questions and explain every step in a way that’s easy to understand. The team support has given us peace of mind, especially knowing that all deadlines are being tracked and nothing falls through the cracks.

What truly stands out is their commitment to maximizing scholarship opportunities and providing personalized recommendations tailored to each student.

We are so grateful to have them on our side!

Annie H.

Upland, CA

Upland, CAaProud parent of a UC Berkeley student and a Chapman student

A Professional & Personable Team!

Excel College Planning lead by Lea has been critically helpful. She and her team are professional and personable taking the daunting tasks away from the process.

My wife and I highly recommend rendering their service. We have three children and rendering their service was a must. We have one more child to go and we know we will be in good hands with Lea and her team!

George & Tiffany L.

Lake Forest, CA

Proud parents of Washington University of St. Louis and UC San Diego

We’re Going To College!

”When it came time for my daughter to attend college it was a frightening time for us as parents.

Thank GOD we came in contact with Lea. She gave us so much comfort knowing she would do everything in her power to get us as a family in a positive position where my daughter would get as much financial help as possible and still be able for us as parents to afford college.

We are so happy with Lea, that we have our second daughter that will start college next year and we are working with Lea once again.

Lea would always answer her phone and always responded quickly to all concerns throughout the process and then after.

If you’re considering joining a college preparation company, it’s one of the most important choices you will make, you will be in safe hands with Lea…”

Oscar S.

Proud parent of a USC student and future freshman in college

We Could Not Be Happier!

I am so pleased that I was able to work with Lea as we prepared for my daughter to select and go to college. I definitely needed the support, guidance and assistance and that is what I received; actually, I am still depending on it!

Lea and her team have always been available for my many calls and questions. She has been patient and was able to meet me and my daughter’s individual needs. My daughter is now a sophomore at a small private college for the same cost as an in-state public college cost after the financial assistance we received.

She could not be happier with her college choice, it was exactly what she wanted; rigorous curriculum with a supportive community in a beautiful setting-and I’m so happy that after the grants and scholarships we received that I’m able to send her there.

Evelyn A.

Proud parent of a Reed College student

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(949) 420-0681

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