Billie Jo Weis
Senior Client Service Manager | CSS Profile Specialist |
Billie Jo received her BA in accounting from San Jose State University and
quickly attained her CPA license. Her license was active until 10/31/2004.
She has 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) and several Silicon Valley startups. Her most
recent experience is in small business bookkeeping, family budget analysis, and individual/small business tax return preparation.
As head of the Client Service Manager Team, Billie Jo creates customized
college funding plans detailing the most cost-efficient options for parents to pay for college. She identifies income, asset, and borrowing strategies to reduce college costs and increase students’ financial aid eligibility. She also assists clients with the appeals and negotiations process, reviews their award letters, and monitors each client’s progress until all of their children are out of college.
As our senior college funding strategist, Billie Jo also works with our business owner clients to help them identify unique strategies for reducing college costs.
Billie Jo is a mother of three children in high school. With a passion for
family success, she devoted many years to her boys’ athletic, social and
academic lives, including volunteer work at her children’s schools with
programs such as Junior Achievement. Billie Jo is driven and passionate
about helping families find the most cost-efficient college financing
strategies. With three children soon to be entering college, Billie Jo knows
the challenges and concerns of preparing for college firsthand.
Billie Jo has been published in Parent magazine, The Penny Hoarder and
I’m here to answer any questions you might have about the financial aspects of getting into a great college program. Feel free to contact me using any of the following methods: