Breakout
Speaker
Rick Darvis, CPA, CCPS
Certified College Planning Specialist
As owner of College
Funding, Inc., Rick Darvis provides college-funding
services for his clients and financial advisors.
Additionally, the firm trains financial
professionals on how to provide college-funding
services for their clients. He is also co-founder
and a director of the National Institute of
Certified College Planners.
Rick is recognized as
one of the leading experts in the college funding
field. He has written more books, developed more
software, and trained more financial professionals
on the topic of college funding than any other
person in the United States.
His knowledge has enabled him to be invited to speak
on the topic of college funding to his
contemporaries at state CPA and FPA conferences in
over 25 states.
He has been a featured speaker at the Financial
Planner Association's National Success Forum, the
Northeast /Mid-Atlantic National Association of
Personal Financial Advisors (NAPFA) regional
conference, National Employee Benefit Forum, the New
York Society of CPAs Personal Financial Planning
Conference, and at Joe Hurley's 529 Plan
conferences.
Rick has been quoted in:
Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money,
Business Week, Kiplinger's Personal Finance, Smart
Money, Wall Street Journal, Bloomberg's Personal
Finance, Nation's Business, Financial Advisor, On
Investing, Knight Ridder News, Mutual Fund Market
News, Small Firm Profit Report, Practical
Accountant, Offspring, LIMRA's Market Facts, NAPFA
Advisor, AICPA's Planner and CPA Managing Partner
Report.