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 About US
As a husband and the father of two girls who attend the University of California at Davis, Vic applied the same principles to college savings as he did to retirement savings. He was able to devise an economic plan that allowed him to save for college and retirement without severely impacting his family’s lifestyle. Vic has a Bachelor of Science Degree in Economics from Penn State University and an MBA Degree in Finance from Hofstra University. Shortly after obtaining his MBA, Vic worked for a management consulting company and traveled extensively throughout the United States. He finally landed in San Francisco, where he met the love of his life, Linda, and has been happily married ever since. Today he is the CEO of his company, and is also on the Board of Directors of the Marin Chapter of the National Association of Insurance and Financial Advisors as well as President of the Grove Hill Homeowners Association. Helping people to achieve their financial goals is what Vic likes best. In order to serve his clients better, he became a Certified College Planning Specialist (CCPS) through the National Institute of Certified College Planners (NICCP) and started Tuition Funding Solutions. You may visit the NICCP website at www.niccp.com for more information. Vic and his wife are avid tennis players and compete in numerous tournaments annually. He also loves to travel. But what he loves best is helping people like you. An excellent website for objective information about college savings plans is www.savingforcollege.com, and other ways to save and pay for college. Mr. Berliant is recognized as a Section 529 plan consultant.
Securities offered through Quest Capital Strategies, Inc., 23832 Rockfield Blvd., Suite 130, Lake Forest, Ca. 92630, (949) 830-4885, member NASD/SIPC, www.nasd.com, www.SIPC.org. Ca. Insurance License #0E43428
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For the past 25 years, Vic Berliant has helped individuals and business owners in tax planning for retirement. In 1991, he founded Berliant & Associates to provide consultation services in the area of retirement planning. Soon after, he expanded his practice to provide third party administrative services.