Top CFP Tutors serving Kansas City
Austin: Kansas City CFP tutor
...Austin. 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...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Professional Certifications
- Finance
- Business
Blake: Kansas City CFP tutor
...others 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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- English
- +71 subjects
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFP
- PMP
- Series 6
- CFA
- +43 subjects
Michael: Kansas City CFP tutor
...how dyslexics process information and learn. I also work regularly with my son (he is a sophomore at university). I graduated from Wesleyan University, College of Social Studies with a BA in 1982. The College of Social Studies is a rigorous, multidisciplinary major focusing on History, Government, Political and Social Theory, and Economics. If memory serves I scored in the range of 1300-1400 on my SATs (back when the top score was 1600) and I...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- College English
- Social Studies
- +61 subjects
Gordon: Kansas City CFP tutor
...and rewarding occupation. I have worked in the investment management and financial planning 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...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CFA
- CIMA
- CPA
- +58 subjects
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
Garrett: Kansas City CFP tutor
...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 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...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Technology and Coding
- Finance
- Economics
- +9 subjects
Peter: Kansas City CFP tutor
...Berkeley College in New York City teaching both onsite and online. I primarily 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...
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 3
- Series 99
- Series 10
- +18 subjects
Alejandro: Kansas City CFP tutor
...University 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...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Jacarri: Kansas City CFP tutor
On the road to success you will have a temporary inconvenience for a permanent improvement. It is during these times that help from a seasoned individual can get you over the hump. I believe that life is better when we have help along the way, and I believe I can be the tutor that gives it to you.
Education & Certification
- Our Lady of the Lake University-San Antonio - Masters in Business Administration, Business, General
Subject Expertise
- CFP
- Professional Certifications
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)
- CPA
- Series 65
- +24 subjects
James: Kansas City CFP tutor
...insurance 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...
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
- CPA
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +27 subjects
James : Kansas City CFP tutor
...economics studies with multiple accounting and finance courses. I then went on to 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...
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
- SEE - Special Enrollment Exam
- +42 subjects
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- CFP
- Series 65
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- +1 subjects
John: Kansas City 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 63
- CPA
- Series 9
- +10 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 7 - General Securities Representative Exam (Stockbroker)
- Series 57
- Series 79
- +10 subjects
Richard: Kansas City 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 7
- CPA
- Series 66
- +31 subjects
Jorge: Kansas City CFP tutor
...Island 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...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Insurance License
- SIE
- Series 31
- +36 subjects
Victoria: Kansas City CFP tutor
...have previously taught financial literacy classes to high school students. While I 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...
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
- Exam IFM - Investment and Financial Markets
- SIE
- Series 65
- +35 subjects
Garth: Kansas City CFP tutor
...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 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...
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 6
- Series 7
- +26 subjects
Private CFP Tutoring in Kansas City, MO
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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