Stuart S. CanzeriManaging Director and College Financial Planning Specialist

Hello, My name is Stuart Canzeri and I hope I can provide you with the information you need to make the best decisions for you and your student.

My friends call me Stuart and my clients call me the College Financial Guy, so hopefully, you will call me both at some point in our relationship.  I help parents with college-bound students solve many different types of problems, many surround planning and paying for college.

If you are wondering about my credentials, I currently serve as a member of the National College Advocacy Group which provides college planning education for college planning professionals, students, and families and am Managing Partner at Peachtree Financial Group, and founder of the College Financial Guy Podcast.

I started learning about finance at an early age from my father’s employer who actually paid for my education at Tulane University.  I feel my father’s employer (Nelson Rockefeller) made an investment in me so I could give back and make a difference.

During my big firm training and even pursuing the highest industry certification for financial professionals, I quickly learned first hand that parents of college-bound students were not getting the advice, resources, and education they needed to be successful for their plans and their children’s future….that is why I do this!

If you want more on my technical qualifications, story, and motivation, keep reading…

In 1999, I started out in my first job in financial services.  For the last 20 years, I have learned about investments, insurance, tax planning, elder care, college admissions, financial aid and mortgage debt finance working for large big-name institutions and small boutique operations.  I quickly learned that in order to make a difference, you needed to work for your clients and not the name on your business card.  So in  2008, after meeting with my like-minded business partner, David Hughes, we set out to create a firm that solved real problems with real solutions….not product sales.

Coincidentally (divine intervention depending on your beliefs…I choose God), I ran into Michael Horsey, my high school guidance counselor from Georgetown Prep in D.C. and he provided me with the insight that changed how we did college planning at our firm.  Mike was the head of admissions for an academically prestigious prep school and revealed the process and strategies of college admissions.

See, Mike recommended I stay focused on the college financial side and provide an admissions outlet to create something never seen in the industry…a turnkey college planning process that really helps families find the best school and never overpay.  This is the cornerstone process behind Peachtree College Planning’s success.

Since 2008, we have been helping parents of college-bound families plan for college and their futures by eliminating their unseen issues on the way to their retirement.

I received my BA from Tulane University, MBA from Mercer University and completed the CFP program at the University of Georgia Terry School of Business.  I am the co-founder of Peachtree Financial Group, a mid-sized boutique independent financial advisory firm and co-Founder of Peachtree College Planning, a turnkey college consulting and college financial planning firm.

On Sundays, I enjoy volunteering in Waumba Land at Buckhead Church and am happily married to Raven Canzeri. We have two young boys, baby James and JW and a dog named Boomer.

I’m proud to serve as a member of the National College Advocacy Group which provides college planning education for college planning professionals, students, and families. I also am a member of the Association of Certifed College Funding Specialists and our admission group (Professional Education Services) is a proud member of the National Association for College Admission Counseling.

In 2009, I was appointed Commissioner of the Housing Authority of Fulton County and still serves today.

If you think you have a problem I might be able to solve, let’s connect.  Schedule a free complimentary call with me.

 

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