COLLEGE SAVINGS 101

Troy Onink, Stratagee

Troy Onink Photo

Troy Onink is the Chairman and CEO of Stratagee, a firm that offers college planning advice to families and licenses college planning software to financial advisors. A nationally-recognized authority on paying for college, Troy is a contributor to Forbes where he writes the widely followed blog College Crossroads.

Troy is also a columnist for Investment News, and a contributor to Private Wealth, Financial Advisor, NAPFA Advisor, myStockOptions.com and myNQDC.com. He has been featured by Yahoo! Finance, Forbes, CNN/Money, the Wall Street Journal, Fox News and other major media brands.

For over twenty years, Troy's sought-after expertise has integrated college admissions, financial aid, taxes, investing and personal finance into a best strategy that helps parents preserve their assets while cost-effectively paying for college. A veteran of the financial services industry, Troy is a nationally recognized authority on paying for college. Financial Planning recently honored Troy as one of the Influencers in the financial planning profession.

As the former national accounts manager for a #1 ranked mutual fund company (according to Barrons), Troy managed relationships with many of the nation's largest financial institutions, growing assets under management by over $8 billion. Troy frequently presented on investment and financial planning topics to financial advisors, their firms and their clients. He has been a guest speaker at 354 financial services conferences, coaching forums and webcasts for broker dealers, investment managers, the 529 college savings industry and the FPA.

He is also a frequent guest lecturer at academic and college admissions meetings, such as the Summer Institute of the Independent Educational Consultants Association (IECA), the Association of College Counselors of Independent Schools (ACCIS), the Pennsylvania Association of College Admissions Counselors (PACAC), the Small Boarding School Association (SBSA) and the National Association of Independent Schools (NAIS).

 

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