Phil Bell

ABOUT Phil Bell

Who we are-
Yorkshire College Planning  is based in San Diego County, California. We're a college and financial planning firm and have been college planning specialists for over 26 years, longer than anyone in San Diego County.
What we do-
Yorkshire College Planning  is a comprehensive college planning firm. We develop individualized college plans centering around our distinct areas: Service, Options, Achievement and Results. We call it S-O-A-R. After developing the individualized plan, we continually monitor it throughout the college years and beyond. Our goal is to make our clients raving fans of our service and our company!
If you are tired of college planning firms that don't listen to your concerns and help you see a brighter day is coming, then make an appointment to come see us. We monitor your college plan, implement S-O-A-R to address any problem and take a proactive stance in leading you through the college years. We'd love to meet you and see how we can help you!

Designations

Qualifications

We are Certified College Funding Specialists, Accredited Fiduciary and several other licenses and certifications demonstrating our competence and leadership in this field. We have an in-office tax professional Enrolled Agent as well as an Estate Planning Attorney which help provide our clients a "one-stop shop" for their college planning experience. With our team, our clients are the winners.

Licensed - Yes

License No - 3181463

License Type - Securites