Top CFP Tutors serving Waterloo
Blake: Waterloo CFP tutor
...University on a full-tuition academic scholarship and majored in finance and minored in accounting. After working in the financial planning industry for 4 years, I became one of the youngest CFP Professionals in the country in 2019. My best areas to teach are personal finance, economics, Algebra 1 and 2, Geometry, and ACT prep.
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- Accounting
- +71 subjects
Roman: Waterloo CFP tutor
...a B.S. in Mechanical Engineering from Virginia Commonwealth University, in my hometown of Richmond, Virginia, I moved and began my career in finance in Charlotte, NC. During my time in the industry, I've taken many exams, including, the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Series 63
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +60 subjects
Donald: Waterloo CFP tutor
...credits of technical STEM courses to include thermodynamics, electrical engineering, cyber security, physics, chemistry, calculus, and computer systems engineering. Not only was I pushed academically but I was pushed as a leader. You are expected to develop your own leadership style and practice it every day. I held numerous instructor and leadership positions while at...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Insurance License
- Series 65
- Series 7
- +35 subjects
Garrett: Waterloo CFP tutor
...FINANCIAL PLANNER professional with an Undergraduate in Statistics and Accounting, and an MBA in Finance and Accounting. I am passionate about helping others learn and pass the CFP and other finance-related topics because I saw the hard work that myself and my peers put into these tests when we were preparing, and most still did...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Business
- Microsoft Office
- Economics
- +9 subjects
Stephen: Waterloo CFP tutor
...professional with a Master's degree from Rollins College, I bring over two years of tutoring experience in subjects such as macroeconomics and personal finance. My diverse background in banking, real estate, and investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach, tailoring...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- CFP
- Series 65
- Real Estate License
- Insurance License
- +23 subjects
Raman: Waterloo CFP tutor
...Financial Planner with over a decade of experience in the financial planning industry. I have completed my Bachelors in Finance and have successfully passed the FINRA Series 7, Series 66, State Life & Health Insurance License, and the CFP Exam. Being a Financial Planner is no different than being an educator or a coach. My...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- RICP - Retirement Income Certified Professional
- Insurance License
- Series 6
- +25 subjects
Benjamin: Waterloo CFP tutor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- SIE
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +24 subjects
John: Waterloo CFP tutor
...in various academic subjects. While my tutoring students gain much from their experiences from me, I equally gain so much insight and knowledge from the students I tutor. I have a passion for learning and my goal is to help every student I tutor to cultivate their own passions for learning to open up a...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- AIS - Associate in Insurance Services
- CRM - Certified Risk Manager
- GIAC - Global Information Assurance Certification
- +455 subjects
William: Waterloo CFP tutor
...with a Master's in Data Science from Regis University and a Bachelor's in Economics from the University of Chicago, I bring over a decade of experience working in the wealth management industry. I also was raised by a mother who is a math teacher and a father who is a history teacher. While at the...
Education & Certification
- University of Chicago - Bachelor's, Economics
- Regis University - Master's/Graduate, Data Science
Subject Expertise
- CFP
- Series 65
- Series 7
- Professional Certifications
- +9 subjects
James: Waterloo CFP tutor
...professional educator with a PhD degree in curriculum and teaching department at Auburn University. I've taught for many years at the high school and college levels and I've been a highly successful educator. I also continue to teach adults. I'm a financial planner and provide financial planning services to families and small business owners. I...
Education & Certification
- Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
- Liberty University - Master of Arts, Theology
- The American College - Master of Science, Financial Planning
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
Subject Expertise
- CFP
- EMT - Emergency Medical Technicians
- RICP - Retirement Income Certified Professional
- FINRA - Financial Industry Regulatory Authority
- +31 subjects
Richard: Waterloo CFP tutor
I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- CFP
- Series 66
- Series 7
- Series 63
- +31 subjects
Will: Waterloo CFP tutor
Building competence in the subjects that matter to you.
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 66
- +4 subjects
Peter: Waterloo CFP tutor
...a Bachelor's degree from Hofstra University and an MBA from Long Island University. I hold the CFP(Certified Financial Planner) and a ChFC(Charter Financial Consultant) designations. Since 2014 I have been an adjunct professor at Berkeley College in New York City teaching both onsite and online. I primarily teach the CFP courses but I have also...
Education & Certification
- Hofstra University - Bachelor in Business Administration, Finance
- Long Island University-C W Post Campus - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Series 9
- Series 6
- Series 87
- +18 subjects
Eric: Waterloo CFP tutor
I am a passionate financial planner that enjoys getting to help others learn financial planning and personal finance.
Education & Certification
- College of William and Mary - Bachelor in Arts, Economics
- University of North Carolina at Chapel Hill - Masters in Business Administration, Investments and Securities
Subject Expertise
- CFP
- Series 57
- Series 65
- Series 3
- +10 subjects
Victoria: Waterloo CFP tutor
...Masters Degree in Business Administration and I am a Certified Financial Planner. I also have several industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Insurance License
- SIE
- Series 53
- +35 subjects
Chadale: Waterloo CFP tutor
...educator with a Master's degree in Cybersecurity from Maryville University, I have over 5 years of tutoring experience, specializing in Adult Literacy, Basic Computer Literacy, Cyber Security, Microsoft Office, and Presentation Skills. My teaching philosophy centers on creating a supportive and engaging learning environment where students feel empowered to explore and master new skills. I...
Education & Certification
- Maryville University - Master's/Graduate, Cybersecurity
Subject Expertise
- CFP
- Cyber Security
- Adult Literacy
- CISSP - Certified Information Systems Security Professional
- +9 subjects
Heath: Waterloo CFP tutor
...dedication. The best students ask for help when they don't understand something. I like to relate the content to real life situations for students to really drive concepts home. Throughout my time tutoring I have helped many people pass exams they never through possible which opened doors for future career success. With hard work, dedication...
Education & Certification
- Texas A & M University-College Station - Bachelor of Science, Economics
Subject Expertise
- CFP
- SIE
- Series 9
- Series 10
- +24 subjects
Scot: Waterloo CFP tutor
...that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I look forward to helping you in your pursuit of your next FINRA license or your CFP marks!
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 16
- Series 79
- Series 7
- +12 subjects
Austin: Waterloo CFP tutor
...world & enjoy breaking it down with students so that everyone can understand. I obtained my CFP (Certified Financial Planner) back in 2021 & have been a Financial Advisor since I graduated college back in 2019. Our practice specializes in financial planning & focusing on the 13 wealth management issues, so please allow me to...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Professional Certifications
- Business
- Finance
Gordon: Waterloo CFP tutor
...University of Kansas in Lawrence. I do hold the Chartered Financial Analyst (CFA) designation. I have also been a grader of the level III CFA exam many times. I also am a Certified Financial Planner (CFP). I do enjoy tutoring investment management, corporate finance and financial planning. I believe finance is an art form that...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Real Estate License - New York
- CIMA
- CPA
- +58 subjects
Private CFP Tutoring in Waterloo
Receive personally tailored CFP lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
Your Personalized Tutoring Program and Instructor
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
You can learn more efficiently and effectively because the teaching style is tailored to you.
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.