PHD College Funding Solutions - Putting The Pieces Together
About Us
Our company is focused on providing high-quality and timely information.  We are specialists in the niche market of College Funding education and consulting.  Our FREE Educational Workshops are conducted as a public service and are designed to help families understand the processes they need to go through and the strategies they need to develop in order to beat the high cost of college – strategies  that most other financial planners and college advisers are not familiar with.  The firm is a member of the National Association of College Funding Advisers (NACFA) and The College Planning Network (CPN) and the information we provide is fully compliant with the most current updates in federal and state law.    
 
Our success is based on the belief that our clients' needs are of the utmost importance. Our entire team is committed to meeting those needs. As a result, a high percentage of our business is from repeat customers and referrals.
 
We welcome the opportunity to earn your trust and deliver to you the best service in the industry.
 
Paul Davis is a creative and productive professional with skills acquired during three decades of diversified executive management, business development, project coordination and investment planning.  He has been involved exclusively in investment planning and management since 2006 and is now focusing his career entirely on college funding, planning and management.  His first client was his own daughter who is now a Senior at UC Santa Cruz.  Paul has strong analytical, organizational and planning skills and along with his Masters Degree he holds both California real estate and insurance licenses.
John Mourraille started his business career in finance with a boutique San Francisco Venture Capital group specializing in Aquaculture Technology. After four years with this group John launched his own investment firm, MQ Associates, and from there he became increasingly more involved in venture capital, business development and expansion.  As the father of two high school age daughters, one a Junior and one a Freshman, John is keenly aware of the ever increasing investment families are facing in order to attend a four year College or University.  He is now applying his extensive finance and planning background to the College Funding and Planning arena.  
Office Location:
2950 Buskirk Ave.
Suite 300
Walnut Creek, CA 94597
(415) 302-8648 Cell
(925) 407-2080 Office
 
Hours:
Mon - Fri: 9AM - 5:30PM
Sat: 9AM - 1:30PM
Sun: Closed
Website Builder provided by  Vistaprint