Top CFP Tutors serving Los Angeles
Garrett: Los Angeles 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
- Microeconomics
- College Accounting
- Financial Accounting
- +9 subjects
Jorge: Los Angeles CFP tutor
...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 a disciplined and structured manner. By...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 31
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +36 subjects
John: Los Angeles 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
- CPA
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +10 subjects
James: Los Angeles 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 63
- Series 10
- +23 subjects
James : Los Angeles CFP tutor
...a very wide spectrum of business and finance-related subjects. Since 2010, I have been a part of the University of Virginia's Certified Financial Planner program. I am very proud to say that over 40 of my former students have passed the CFP Board Exam on his or her first attempt. In addition, I have taught at Northern Virginia Community College in a pilot program which sought to prepare candidates for the Special Enrollment Exam, the...
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
- CIMA
- SAEE - The Special Agent Entrance Exam
- +42 subjects
Sarah: Los Angeles CFP tutor
...in 2021. Teaching and serving others have always been passions of mine, which 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...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 86
- SIE
- Series 65
- +9 subjects
Alexander: Los Angeles CFP tutor
...college, I joined the financial services industry, eventually getting my Series licenses, Certified Financial Planner designation, and insurance licenses. I've passed all of my licensing and certification tests in the financial services field on the first attempt, including the CFP. This is thanks to my mastery of financial concepts and understanding of test-taking logic and strategy. When you work with me, I will show you the best practices, strategies, and techniques that allowed me to...
Education & Certification
- Indiana University-East - Bachelor in Arts, Creative Writing
Subject Expertise
- CFP
- Series 66
- Series 65
- Series 6
- +37 subjects
Hal: Los Angeles CFP tutor
...I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I took the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series 65), and the National Commodities Futures Exam (Series 3), passing each on a single sitting. Over the past two years, I've tutored well over 200 students, balancing that with authoring a couple of investment-related textbooks and teaching aids. I look...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- CFP
- SIE
- Series 82
- Series 51
- +171 subjects
James: Los Angeles CFP tutor
...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 my college years.
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
- Series 53
- Insurance License
- Series 6
- +27 subjects
Blake: Los Angeles CFP tutor
...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 youngest CFP Professionals in the country...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- Other
- +71 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 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +84 subjects
Peter: Los Angeles 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 10
- Series 82
- Series 52
- +18 subjects
John: Los Angeles CFP tutor
...utilizing strategies of learning from my backgrounds in Communication Studies, Women's Studies Gender 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...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- CIA - Certified Internal Auditor
- AFSP - Annual Filing Season Program
- FE Exam - Professional Licensed Engineer Fundamentals of Engineering Exam
- +455 subjects
Richard: Los Angeles 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
Raman: Los Angeles CFP tutor
...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 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...
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)
- Insurance License
- +25 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 3
- Series 57
- Series 7 - General Securities Representative Exam (Stockbroker)
- +10 subjects
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFP
- Series 65
- Series 63
- PMP
- +43 subjects
Garth: Los Angeles 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 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 65
- +26 subjects
Alejandro: Los Angeles CFP tutor
...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 Texas. I have over a...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Krista: Los Angeles CFP tutor
...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 exams. I have various study...
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 65
- Series 6
- +18 subjects
Private CFP Tutoring in Los Angeles, CA
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