About Us

Who we are

College Rocket is a boutique brokerage whose practice centers entirely around college savings plans and child financial planning. We think children deserve our undivided attention. We are a team of seasoned financial and internet professionals who have come together with the united goal of helping parents find the best-in-class college savings plans. We have a vision of changing how people save by utilizing social media to unite a community around the goal of sending your child to college. Our program also engages your child to learn financial values and literacy through a series of teachable moments throughout this epic journey of saving for college. By adding our Parent Investment Experts to your family's circle of trusted advisors, you're partnering with the best and brightest in college financial planning.

Plan Provider Neutral

Unlike most brokerages that just tout one or two plans, we work with just about every plan offered in the United States to ensure that parents get the right plan they deserve. We will send you a free recommendation on what plan you should choose that considers full suitability and maximum tax savings based on each family's unique situation. Do you really want to start a 529 plan with someone who only offers their own plan?

Looking back

College Rocket got its start under the umbrella of OneShare.com, the largest firm in the stock gifting industry. OneShare, founded in 1999 has successfully served over 750,000 clients. College Rocket's founders were shocked to find how under-serviced 529 plans were by the current broker-dealer establishment. We think that children's financial planning deserves a sole practice with the understanding that college savings will probably be the largest financial endeavor in the lifetime of the family. College savings is just too important for an ordinary brokerage. Enter College Rocket.

Put the college rocket in motion — your child's future is at your fingertips.