Contact Our Team - Financial Advisors | CollegeInvest

Enroll
Login
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.
  
  Learn More
- 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.
  
  Learn More
- Stable Value Plus
  
  The current annual rate of return for calendar year 2019 and 2020 is 2.49% 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

Select Page

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 – 303-376-8837