Work with a CCFC

The CCFC designation holders are qualified to offer guidance on all matters related to education funding, financial aid planning, and student loan advising.

Ryan Firth, CPA/PFS, CFP®, CCFC, GFP (USA), RLP® Mercer Street Financial Think of us as your personal financial Sherpa on your life's journey.
Serving Clients Nationwide
Bellaire, Texas
Dean Lyman, CFP, CCFC Your Financial Partnership Your Money. Your Plan. Know where you are going and how to get there.
Serving Clients Nationwide
Lee's Summit, Missouri
Erik Nero, CFP, CCFC First Step Wealth Planning, LLC Envision, plan for, and live your ideal life.
Serving Clients Nationwide
Saratoga Springs, New York
Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax Riskin Wealth Management, LLC Focused on helping you grow, preserve, and enjoy your wealth!
Not Currently Accepting New Clients
Newtown, Connecticut
Justin Peek, CFP®, CCFC®, CLTC®, AAMS® Peek Wealth Providing a first-class retirement planning experience for those 50+ or retired
Serving Clients Nationwide
Carlsbad, California
Jason Anderson, CFP, CPA, CSLP, CCFC Gradmetrics
Overland Park, Kansas
Kari Apel, CPA, CCFC Apel Associates, Inc.
Madison, Wisconsin
Philip Athey, CFP, CCFC Atlas Wealth Advisors
Dallas, Texas
Rebecca Bailey, CPA, CCFC Higher Ed Hustle
Buffalo, New York
Mark Beaver, CFP, CCFC Keeler & Nadler Family Wealth
Dublin, Ohio
Raymond Scott Benjamin, CFP, CCFC Firethorn Wealth Partners
Augusta, Georgia
Matthew Berger, CPA, CCFC Crescent Lake Advisors, LLC
Boston, Massachusetts
Donna Bordeaux, CPA, CCFC Calculated Moves, PC
Lake Wylie, South Carolina
Jamie Bosse, CFP, RFC, CCFC Aspyre Wealth Partners
Overland Park, Kansas
David Bowman, CFP, CCFC College Aid Pro
San Diego, California
Andrew Busa, MSPFP, CFP, MPAS, CCFC Adviser Investments
Newton, Massachusetts
Angela Caballero, CFP, CCFC, MS Ascension College Planning, LLC
Tucson, Arizona
Patrick Carpenter, CFP, CCFC LPL
, Massachusetts

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