Top CFP Tutors serving Houston
![Houston, TX CFP tutor named Donald Houston, TX CFP tutor named Donald](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878763139/display/display_vt_optimized.jpg)
Donald: Houston CFP tutor
...I attended the United States Naval Academy and was a linebacker for the football team from 2011-2015. I earned my Bachelors of Science in History. The Naval Academy challenged me in ways I did not know were possible. I was tested every single day mentally, morally, and physically. The Naval Academy is an Engineering school and all students are required to take dozens of credits of technical STEM courses to include thermodynamics, electrical engineering, cyber...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Series 65
- ChFC - Chartered Financial Consultant
- RICP - Retirement Income Certified Professional
- +35 subjects
![Houston, TX CFP tutor named Garrett Houston, TX CFP tutor named Garrett](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879048727/display/display_vt_optimized.jpg)
Garrett: Houston CFP tutor
...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 exams. My teaching and coaching style is based on patience and ensuring a strong base understanding of the answer, and how to confidently and consistently answer similar questions going forward. My goal will be to find a way to relate the areas you might need...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Finance
- Productivity
- Microeconomics
- +9 subjects
![Houston, TX CFP tutor named James Houston, TX CFP tutor named James](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878774887/display/display_vt_optimized.jpg)
James: Houston CFP tutor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- CFP
- Series 7
- Series 65
- Series 9
- +23 subjects
![Houston, TX CFP tutor named Hal Houston, TX CFP tutor named Hal](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878382479/display/display_vt_optimized.jpg)
Hal: Houston CFP tutor
...that can be provided and consequently contribute to the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- CFP
- Series 28
- Series 87
- Series 63
- +171 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 9
- Series 7
- Series 79
- +24 subjects
![Houston, TX CFP tutor named Garth Houston, TX CFP tutor named Garth](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878782751/display/display_vt_optimized.jpg)
Garth: Houston CFP tutor
...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 Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola...
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 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- +26 subjects
![Houston, TX CFP tutor named Raman Houston, TX CFP tutor named Raman](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878875943/display/display_vt_optimized.jpg)
Raman: Houston CFP tutor
...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 Tutors, my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related to the finance and financial services...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +25 subjects
![Houston, TX CFP tutor named John Houston, TX CFP tutor named John](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878449817/display/display_vt_optimized.jpg)
John: Houston CFP tutor
...Studies, and Social Work. I believe in the potential for any student to achieve an A in every course and in every assignment. More so than a grade, my goal is to help students fall in love with the process of learning. Feedback from successful students has allowed me to recognize how effective the approaches toward tutoring mine have been for all learning types in various academic subjects. While my tutoring students gain much from...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- FRM
- CMT - Chartered Market Technician
- COMLEX
- +455 subjects
Education & Certification
- Milwaukee School of Engineering - Bachelor of Engineering, Electrical Engineering
- Roosevelt University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- NMLS - Nationwide Mortgage Licensing System
- Series 7
- +84 subjects
![Houston, TX CFP tutor named Sarah Houston, TX CFP tutor named Sarah](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878972868/display/display_vt_optimized.jpg)
Sarah: Houston CFP tutor
...extensive resource library includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater to a wide range of learning styles, personality types, and unique challenges such as learning disabilities, test anxiety, and other mental blocks. My flexibility and deep understanding of exam content stem from years of close collaboration with students across various categories....
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- CFP
- Series 65
- Series 66
- SIE
- +36 subjects
![Houston, TX CFP tutor named Aaron Houston, TX CFP tutor named Aaron](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878774551/display/display_vt_optimized.jpg)
Aaron: Houston CFP tutor
...ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in their efforts to do business the right way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 65
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects
![Houston, TX CFP tutor named Gordon Houston, TX CFP tutor named Gordon](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879110817/display/display_vt_optimized.jpg)
Gordon: Houston CFP tutor
...industry for 25 years. I currently work for a Registered Investment Advisory (RIA) firm that handles complex client relationships. I have also been an adjunct university finance professor for 9 years that taught master's and undergraduate finance classes. I received my MBA from Rockhurst University in Kansas City, MO. I received my bachelor's degree in business administration with a concentration in psychology from the University of Kansas in Lawrence. I do hold the Chartered Financial...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CFA
- CPA
- CIMA
- +58 subjects
![Houston, TX CFP tutor named Sarah Houston, TX CFP tutor named Sarah](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879206461/display/display_vt_optimized.jpg)
Sarah: Houston CFP tutor
...is what drew me to the field of financial planning in the first place. I have been tutoring for nearly a decade, and for several years I have been exclusively tutoring the CFP. Everyone learns differently, and I love getting to know my students and charting their best course of success with each of them. I've partnered with first-time testers and re-testers alike; whatever your situation, we can find a strategy that is unique to...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 63
- Series 6
- Series 66
- +9 subjects
![Houston, TX CFP tutor named Blake Houston, TX CFP tutor named Blake](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878856534/display/display_vt_optimized.jpg)
Blake: Houston CFP tutor
...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 youngest CFP Professionals in the country in 2019. My best areas to teach...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- ACT Aspire
- +71 subjects
![Houston, TX CFP tutor named John Houston, TX CFP tutor named John](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878585590/display/display_vt_optimized.jpg)
John: Houston 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 10
- Series 65
- Series 9
- +10 subjects
![Houston, TX CFP tutor named Victoria Houston, TX CFP tutor named Victoria](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878770881/display/display_vt_optimized.jpg)
Victoria: Houston CFP tutor
...a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of...
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
- Series 7
- Series 23
- Insurance License
- +35 subjects
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 86
- Series 79
- Series 3
- +10 subjects
![Houston, TX CFP tutor named Alejandro Houston, TX CFP tutor named Alejandro](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879822130/display/display_vt_optimized.jpg)
Alejandro: Houston CFP tutor
...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 Texas. I have over a decade of experience in Finance, Banking, Lending,...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
![Houston, TX CFP tutor named James Houston, TX CFP tutor named James](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878792966/display/display_vt_optimized.jpg)
James : Houston CFP tutor
...pursue an MBA at Rutgers University, where I studied finance, management, marketing and real estate. After Rutgers, I spent a summer at the Asian-Pacific Management at the University of Hawaii, where I studied another interest of mine, international business. I later earned second post-graduate certificate in international business at Georgetown University. My first position after graduate school was as a commercial real estate broker with a firm now known as CBRE. After 14 years at...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- SEE - Special Enrollment Exam
- AFSP - Annual Filing Season Program
- SAEE - The Special Agent Entrance Exam
- +42 subjects
![Houston, TX CFP tutor named Peter Houston, TX CFP tutor named Peter](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878923555/display/display_vt_optimized.jpg)
Peter: Houston CFP tutor
...teach the CFP courses but I have also taught undergraduate accounting and finance courses. I like helping students as the memory of struggling through a class is still fresh with me. Tutoring gives me the opportunity to reduce or eliminate that same feeling a student may have. As a college professor my approach has been to "be the professor I wish I had." More specifically, a professor who not only knows the material but is...
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 7
- Series 10
- Series 79
- +18 subjects
Private CFP Tutoring in Houston, TX
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