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VIDEO: How to get 529 college savings plan contributions this holiday season.
Founder & CEO

If your ideal world involves a little less clutter and more college savings, then you need to watch this! It's super simple -- we've done the legwork so you don't have to.


Email templates to ask friends & family for 529 plan contributions this holiday season

AboveBoard Interactive College Savings Guide

Got questions about 529 plans? Get fast, clear answers with our video Q&A

Wallis is the Founder & CEO of AboveBoard Financial, a company reinventing investment advice and insurance with revolutionary transparency and honesty. Wallis spent over 10 years at Goldman Sachs as an investment banker and hedge fund investor in financial institutions. She founded AboveBoard to cut through the BS and present important choices with clarity and compassion. Wallis lives in New York City with her husband and two young children.

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