ScholarShare 529 College Savings Plan

Request an appointment

Free Phone or In-Person Consultations: ScholarShare

Request an Appointment with a College Savings Specialist

If you would like help or have additional questions, the ScholarShare College Savings Plan offers free consultations with a college savings specialist. You can schedule an in-person consultation in one of our local offices, a phone consultation, or sign-up for an online webinar.

To schedule, click on your preferred option below.


Phone Consultation

You can schedule a phone appointment to discuss your college savings goals and ask questions about the Plan. Click here to schedule a time in which a college savings specialist can contact you.


In-Person Consultation

You can schedule an appointment with a college savings specialist in one of our local offices to discuss your college savings goals and ask questions about the Plan. Click one of the locations below to schedule an appointment convenient for you.

Los Angeles with Michael Diephouse
1801 Century Park East
Suite 120
Los Angeles, CA 90067

Newport Beach with Michael Diephouse
4675 MacArthur Court
Suite 1170
Newport Beach, CA 92660

Oakland with Jennifer Benson or Qi (Vivian) Shen
555 12th Street, Suite 1280
Oakland, CA 94607

Pasadena Office with Omar Marquez or Garianne Dashiell
35 N. Lake Ave.
Suite 800
Pasadena, CA 91101

San Diego with Julio Cesar Lugo
3655 Nobel Drive
Suite 140
San Diego, CA 92122

San Francisco with Jennifer Benson
101 California Street
Suite 3050
San Francisco, CA 94111


Employers: Contact us if you’d like to schedule an ScholarShare presentation for your employees.