Contact Our Team - Financial Advisors | CollegeInvest

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The Benefits
Our Savings Plans
- Direct Portfolio
  
  When you choose the CollegeInvest Direct Portfolio College Savings Plan, you gain the expertise of Vanguard, one of the world's largest and most trusted investment management companies.
  
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- Scholars Choice
  
  If you prefer to work with a financial advisor, the Scholars Choice College Savings Plan offers advisors and investors alike a variety of great benefits.
  
  Learn More
- Smart Choice
  
  CollegeInvest and FirstBank offer an FDIC-insured 529 savings option.
  
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- Stable Value Plus
  
  The current annual rate of return for calendar year 2021 is 2.09% net of all fees.
  
  Learn More
Forms & Resources
- Forms
  
  Find specific forms you need for your CollegeInvest account
  
  View Forms
- FAQs
  
  The most important details of a CollegeInvest 529 account
  
  View FAQs
- Enrollment Checklist
  
  Here’s what you need to open an account
  
  View Enrollment Checklist
- Comparison Charts
  
  Side-by-side comparisons of savings options, and our plans
  
  View Comparison Charts

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Jon Pagnozzi
Sales Director
jpagnozzi@collegeinvest.org Direct – 303.376.8845

Joseph Giulitto
Business Development Manager
CE Program Manager
jgiulitto@collegeinvest.org Direct – 303-376-8848

Brennan Hannon
Business Development Manager
bhannon@collegeinvest.org Direct – 303-376-8844

Emily Roozen
Business Development Coordinator
eroozen@collegeinvest.org Direct – 303-376-8839