WE'RE FINANCIAL AID EXPERTS.
WE'RE ALSO PARENTS.

Let us tell you more about what we do.


We understand the system.

We also understand the toll paying for a child's education can take these days.

Pierre Jospe

President

For 18 years Pierre was the Director of Financial Aid at the Cathedral School for Boys in San Francisco, California. He was also the school's Director of Finance and Operations. Ensuring that "no child is denied an education because of money" has become his mission-driven focus. Pierre has been actively advising, supporting and encouraging parents to successfully navigate the challenging financial aid system at all levels: elementary, high school and college.

Doug Sheppard

Chief Technology Officer

As Chief Technical Officer, Mr. Sheppard oversees the web portal and all the formulas and data analysis behind Financial Aid Navigator. In his career he has built and run engineering teams at NASA, the Department of Defense, AT&T, and numerous San Francisco Bay Area startups.

As a father of two, Mr. Sheppard has been through the financial aid process in the private school system in San Francisco for over 10 years.

Karim Tahawi

Chief Operating Officer

Karim has been deeply involved in institutional finance and fintech for over 20 years. During these years he has managed portfolios of exposures, helped institutions access private equity, created and commercialized fintech solutions, and served in regulatory governance for a major US exchange. 

Karim believes that poor access to financial aid, and hence a high-quality education, is an unnecessary tax on society that can easily be resolved by demystifying and supporting uptake.

Meet Some of Our Navigators

Our Navigators have been specially trained in our methods, and have access to our extensive knowledge base and calculators.

Each Navigator brings their own background and experience, and all have experience with the financial aid system. Even our executive team has been trained as Navigators, and in many cases are involved in assisting or acting as a Navigator!

Here are some of our Navigators and their backgrounds.

Anita

Anita is very well acquainted with the financial aid process for the past decade. She has been supporting parents in both high school admissions and financial aid. In particular, she is an expert in the methodologies that schools use to consider families.

Kelly

Kelly, mother of two, located on the East Coast, is a financial consultant with over 30 years of experience who is very well acquainted with the financial aid process for the past decade. She has been supporting parents in both the K-12 and college financial aid processes.

Jim

Jim is well acquainted with the financial aid process, and has been supporting parents in both high school admissions and financial aid. He is a frequent guest speaker at his local Kiwanis Club where he talks about the intricacies of the financial aid process.

Jim

Paul is well acquainted with the financial aid process, and has been supporting parents in both high school admissions and financial aid. Coming from a marketing background, he knows how important it is to present a families best case to receive aid.

Shahla

Shahla has been addressing various learning needs for the past 21 years. With an MIA/MBA from Columbia University, she has worked in Corporate Finance, and as a parent has been supporting families with educational roadmaps & tuition assistance in roles of Educational and Financial Aid Planning consultant.

Wayne

Wayne has an MBA in finance, holds a Chartered Financial Analyst (CFA) designation, and also holds the FINRA Series 7, 63, and 65 registrations. He has guided families for over 18 years in financial needs and advice, and is married with two children in California.

Erica

Erica has 15+ years in education and nonprofit leadership, with a focus on admissions and financial aid for families of color. As a first generation college graduate from a private university, she understands firsthand what happens when you do not have a professional admissions and financial advisor.