Top CFP Tutors serving Boston
Eric: Boston 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 7
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +10 subjects
Garth: Boston CFP tutor
...PLANNER (CFP) professional. I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price. I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 66
- Series 65
- Series 7
- +26 subjects
Blake: Boston CFP tutor
...because that is what has helped me in my life and career the most: someone coming alongside me and helping me with things I didn't even know I didn't know. I strive to teach and help in a relevant, understandable, and helpful way. I attended Oakland 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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- PreACT
- +71 subjects
Austin: Boston CFP tutor
...I have grown a passion for the ever evolving & complex financial 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 help assist you in understanding the complex financial...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Finance
- Business
- Professional Certifications
Raman: Boston CFP tutor
...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 passion is to teach my clients on how build a robust financial plan, however my passion goes beyond that. At Varsity...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Series 63
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- +25 subjects
Melinda: Boston CFP tutor
...in Accounting from Towson University about 8 years ago; in which time, I have built a notable career in financial services taxation, GAAP accounting, financial leadership, and personnel training. In accountancy, my deepest learning was through my professional work. I count education and training among my strongest skills, and in professional opportunities to develop curriculum for other accountants, I've felt the most satisfaction in my work. I love helping others, and in particular, I have...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- College Level American History
- English
- +80 subjects
Alejandro: Boston CFP tutor
...of Arizona as an adult student. In 2022 I obtained my CFP(R) and a Financial Planning Certificate from Southern Methodist University. My passion is making complex topics easy to understand and using numbers to tell someone's life story. I enjoy developing and motivating others. I spent the last decade in the corporate world as a Financial Planning expert working with High Net Worth clients across the nation. Today, I own a Fee-Only Advisory Firm in...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Krista: Boston CFP tutor
...their careers. I have a BS (Penn State University) & MBA (Capella University). I currently licensed with the state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for the various...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- CFP
- Insurance License
- Series 6
- Series 7
- +18 subjects
Joshua: Boston CFP tutor
I want my students to have fun while learning, and know why they are learning certain topics. I can use my 15 years of industry experience to share how learning topics would be applied during real life situations. I want my student to not only pass their exam, but also have confidence in their future careers.
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Insurance License
- Series 6
- Series 7
- +8 subjects
Scot: Boston CFP tutor
...Penn State University. I received my degree in Marketing in 2010 and became a licensed financial advisor in June of 2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 22
- Series 63
- Series 6
- +12 subjects
John: Boston CFP tutor
My name is John Walker. I am a seasoned veteran in the financial and insurance industries. I look forward to putting my personal experience, education, and training to work for you. I hope to work with up-and-coming professionals to ensure you meet and exceed your goals!
Education & Certification
- Florida State College at Jacksonville - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Series 66
- Series 9
- CPA
- +10 subjects
John: Boston CFP tutor
...effective the approaches toward tutoring mine have been for all learning types 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 world of academic and vocational opportunities.
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- CPE - Certificate of Proficiency in English
- FS Exam - Professional Licensed Surveyor Fundamentals of Surveying Exam
- CIC- Certified Insurance Counselor Exam
- +455 subjects
Michael: Boston CFP tutor
...SATs (back when the top score was 1600) and I took a some AP exams and received college credit for a few subjects including Calculus. I have also held Series 7, CFP and Health and Life Insurance Licenses. I have worked both here in the United States and in Europe for large multinational organizations as well as small, start up businesses and everything in between. I have been an employee, an advisor and an owner and...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- High School Writing
- Economics
- +61 subjects
Benjamin: Boston 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- Series 63
- +24 subjects
James: Boston CFP tutor
...planning, retirement planning, estate planning and tax planning. In addition, I spent 25 years as an EMT and paramedic and have taught many medical classes at high schools and community colleges. I have been a CPR and advanced first aid instructor since 1991. I have been a Wilderness Advanced First Aid instructor since 2010. I have also been a professional trombone player -- playing in different orchestras. I also was a trombone performance major during...
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
- ChFC - Chartered Financial Consultant
- Series 79
- Series 86
- +27 subjects
Garrett: Boston CFP tutor
...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 not pass. I have learned the difficult tasks required to increase your chances of passing this test and many other finance-related...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Finance
- Financial Accounting
- College Accounting
- +9 subjects
Jorge: Boston CFP tutor
...University, earning my Bachelor of Arts Degree, I had the opportunity to enter the world of Finance and have enjoyed a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 7
- Series 65
- SIE
- +36 subjects
Prince: Boston CFP tutor
I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- CFP
- ChFC - Chartered Financial Consultant
- Series 65
- FINRA - Financial Industry Regulatory Authority
- +1 subjects
Nicholas: Boston CFP tutor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFP
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +43 subjects
James : Boston CFP tutor
...first position after graduate school was as a commercial real estate broker with a firm now known as CBRE. After 14 years at CBRE, my finances were starting to get fairly complicated, so I decided to study to become a Certified Financial Planner, in order to manage my personal finances. I went through the College for Financial Planning's program in near record time and passed the CFP Board Exam on my first attempt in 1998....
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- SAEE - The Special Agent Entrance Exam
- AFSP - Annual Filing Season Program
- CIMA
- +42 subjects
Private CFP Tutoring in Boston, MA
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.
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