• Phone: (908) 758-1322
  • mike.velasco@redoakcollegeplanning.com
  • 3
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January Workshops

Choose one of our College Financial Planning Workshops near you

Wednesday, January 23rd • Basking Ridge

7PM – 8PM (6:45 Preregistration)

Register Now
Monday, January 28th • Summit

7PM – 8PM (6:45 Preregistration)

Register Now

Why Choose Us

Mike Velasco has over 30+ years of experience in the financial services industry along with being a college planning expert . His firm, Red Oak College Planning is affiliated with the College Planning Network  which is the largest and most reputable college admissions and financial aid servicing center and has averaged $19,075 year in aid for the average family and nearly $4,900 in financial aid award appeals. Together, they have helped numerous students and parents successfully navigate the college admissions and college financial aid process so they can comfortably go to college.

After a nearly 20-year career on Wall Street, Mike started his own financial planning firm – Red Oak Capital, LLC. He has helped numerous families in the areas of retirement planning, college financial planning  and estate / income protection. Prior to his Wall Street career, Mike spent six years with a large CPA firm as a manager in their financial services group. Mike obtained his CPA certification while employed there and gained valuable experience in the financial services world.

Mike graduated with a degree in Public Accountancy with honors from the Lubin School of Business at Pace University.

Mike is a resident of New Jersey. He has three children, a daughter Haley, 23, a graduate of Cornell University and a Masters in Journalism graduate from Northwestern University, and two sons, Michael Jr., 21, a junior at Wesleyan University, and Matthew, 17, a high school senior. In his spare time, Mike enjoys physical fitness training, golf, reading, officiating youth sports and his dog, Sadie. Mike has been an avid supporter of numerous charities including Children’s Specialized Hospital, the April A. Stumpf foundation and Make a Wish.



Our Services

Don’t Overpay for College Our FREE workshop will show you how to save thousands on your child’s college education.


Our Blog

Aug , 17

Robust Fundraising Opportunity for Town Basketball Programs

Robust Fundraising Opportunity for Town Basketball Programs Sponsored by Red Oak College Planning New Jersey Attention: Coaches and Town Basketball Program Heads Are you interested in a unique fundraising opportunity that will help your Basketball Program to raise significant funds by showing families how to save thousands of dollars on college tuition? Red Oak College Planning New …

Aug , 17

Free College Financial Planning New Jersey Consultation for all JBA Members

Learn the Latest Strategies for Greatly Reducing What You’ll Owe for Your Child’s College Education – FREE Parents, are you worried how you’ll afford college for your son or daughter? As college costs continue to rise faster than inflation, parents are faced with the difficult burden of having to figure out how they’ll pay for their student’s …

Contact Details

Please find below contact details
and contact us today!

  • Phone: (908) 758-13222
  • Email: mike.velasco@redoakcollegeplanning.com
  • Address:

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