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College Funding Specialist

Billie Jo Weis

Senior Client Service Manager | CSS Profile Specialist |
Tax Specialist

After receiving her BA in Accounting from San Jose State University and quickly attaining her CPA license, Billie Jo gained over 20 years of experience in accounting and finance at a variety of companies including Symantec Corp, Thomas Weisel Partners (a San Francisco investment firm), several Silicon Valley startups and at a Certified Public Accounting firm serving high net worth individuals with their taxes.
She has assisted hundreds of college-bound families with strategies on how to pay the least amount for college and she is also the Head of the Appeals Team.
Billie Jo Weis is a mother of three high school boys. With a passion for family success, she has devoted the past 15 years to her boys’ athletic, social and academic lives, including volunteer work at her children’s schools with such programs as Junior Achievement.
Billie Jo is driven and passionate about helping families with financial strategies on how to find the most cost-efficient options to pay for college. With three teenagers in high school, Billie Jo knows first-hand the challenges and concerns of preparing for the cost of college.
She is published by Collegiate Parent magazine, The Penny Hoarder, Accounting Today Magazine, and the Chicago Tribune.

Email: billiejo@mycollegeplanningteam.com
Complimentary Consultation: Click here to schedule

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