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Independent Fee-Only Silicon Valley
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
Celebrating 25 Years Serving Clients
Saving for College
For clients for whom a College 529 Savings Plan is appropriate, we recommend clients consider investing in the My529 Plan and/or the CollegeChoiceCD 529Savings Plan.
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Specific investment selection determined after discussing risk tolerance and goals.
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