Campus Pathway is a college consultancy focused on helping families challenged with finding, selecting and affording the best college education possible for their children.
The paractice involves a parallel process with students separately from the parents. with the students, we are looking at assessments of their interests, values, skills and personality to get clues on their careers and majors. That leads to finding great colleges. We begin working with the students in their high school years, preparing, researching and selecting colleges that are a good match for their personality, skills, values and aptitude.
With the parents, we provide guidance for managing the costs of college, and as a financial advisor we help parents understand savings strategies, financial instruments, cash flows, loans, financial aid, grants and scholarships.
Sooner is better than later! We start with students as early as 9th grade, though it is more common to start working with the families in the sophomore, junior and senior years of high school. Since financial issues are so closely related to the time available, getting going early is very smart.
The Campus Pathway team stays with the families throughout the years leading up to, and including, the college experience. Then, at the discretion of the family, we stay involved to ensure the very best outcomes leading up to and including the years in retirement.
I am currently using my 6 years at 2 terrific universities' MBA programs and my training as a family financial advisor over the last several years to guide folks through the challenging college years and beyond.
My licenses in the financial services industry include:
Series 7 - A general securities registered representative license administered by the Financial Industry Regulatory Authority (FINRA) that entitles the holder to sell all types of securities products with the exception of commodities and futures.
Series 63 - Completion of the Series 63 exam entitles an individual with the qualifications necessary to become a limited registered representative who solicits orders for corporate debt and equity securities such as common and preferred stock, bonds, warrants, and more.
Series 65 - A securities license required by most U.S. states for individuals that act as an investment advisor representative.
CA Insurance License - Current and active licensed Insurance Producer, Life, Accident, and Health, license #0E56335
I have found a home as a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), and as a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Park Avenue Securities is an indirect, wholly owned subsidiary of Guardian.
The relationship with PAS also provides access to most investment funds.
Check the background of your financial professional on FINRA's BrokerCheck
The following highlights some of the important personal characteristics, qualities and skills that have served me well during careers in professional sales management, business development and executive management at technology companies:
Contact Jeff at:
Laurie is the most important person at Campus Pathway. She keeps track of the appointments between the advisors and the parents and the students.
Laurie worked for many years at Hewlett-Packard, where she was a terrific customer service representative. That was the perfect training for working with families with kids heading to college. She is wonderful with the kids, keeping them on track with appointments to get things done. And she is also terrific with the parents, ensuring that they fulfill their commitment to form a financial plan for the family, for college and retirement.
Contact Laurie at:
19925 Stevens Creek Boulevard
Cupertino, CA 95014
408-973-7228 - office
408-973-7229 - fax
408-489-4911 - mobile