Vincent Sullivan

College Aid Pro
VP of Sales
vinces@collegeaidpro.com
(720) 318-9765

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Vince has worked in the financial services industry for his entire career, working for the past several years focusing on 529 college savings plans and helping people save – tax-efficiently – for the financial shock of college price inflation. In addition to that area of expertise, he has spent several years representing mutual fund, the insurance company, and retirement services firms in various sales, distribution, and back-office servicing capacities, helping advisors across the industry build suitable protection and investment portfolios for their clients. 

Vince enjoys the challenges presented by organizing and prioritizing the near-limitless college selection and financing options available in the marketplace into a cohesive, customized plan for families of all types and in all stages of life. He brings a breadth of experience and a unique perspective to the college selection process due to his 30+ years in the financial services industry. 

About Us: College Aid Pro is a state of the art, all-in-one college funding software tool for financial advisors. College AidPro 3.0 ("CAP3.0") empowers advisors to deliver college planning strategies to their clients in a seamless, comprehensive, and time-efficient manner. CAP 3.0 takes the stress out of the college planning process by thoughtfully identifying the most suitable and affordable institution(s) for each individual student based on their own unique aptitudes and family situation.

Archived Webinars Offered

529 PLANS & FAMILY DYNAMICS

Date RecordedFebruary 17, 2021  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

529 CONTRIBUTIONS & DISTRIBUTIONS

Date RecordedJanuary 22, 2021  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other