Top CFP Tutors serving New York City
Peter: New York City CFP tutor
...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 had." More specifically, a professor who...
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 6
- Series 27
- Series 7
- +18 subjects
Michael: New York City CFP tutor
...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 took a some AP exams and...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- IB History
- Social Studies
- +61 subjects
Mary: New York City CFP tutor
I am dedicated to creating a supportive and engaging learning environment where students feel confident to excel. My approach is tailored to each learner, breaking down complex ideas into simple, relatable steps. With a focus on building skills and self-assurance, I strive to make every session impactful and enjoyable. Together, we'll turn challenges into achievements.
Education & Certification
- Princeton University - Bachelor, Bachelor of Arts.
- Harvard University - Master's/Graduate, MSc. Mechanical Engineering
- State Certified Teacher
Subject Expertise
- CFP
- Real Estate License
- AU-M - Associate in Commercial Underwriting-Management
- ABS - American Board of Surgery
- +1359 subjects
Jorge: New York City 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 6
- Series 65
- Series 66
- +36 subjects
Jacarri: New York 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
Eric: New York City 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 3
- Series 10
- Series 7 - General Securities Representative Exam (Stockbroker)
- +10 subjects
Alejandro: New York City 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
Scot: New York City CFP tutor
...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 characteristics of an impactful education!...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- SIE
- Series 82
- Series 6
- +12 subjects
Raman: New York City CFP tutor
...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 the exam, ChFC curriculum and anything...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Series 6
- Series 66
- Series 7
- +25 subjects
Victoria: New York City CFP tutor
...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 knowledge will apply to real-life scenarios....
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
- Series 51
- Series 7
- +35 subjects
Sarah: New York City CFP tutor
...need for additional expenses on materials. My 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...
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 6
- Series 66
- Series 63
- +36 subjects
Gordon: New York City CFP tutor
...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 from the University of Kansas in...
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
- CIA - Certified Internal Auditor
- CIMA
- +58 subjects
Krista: New York City 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
- Series 66
- Series 6
- SIE
- +18 subjects
Joshua: New York City 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 7
- Series 63
- +8 subjects
Sarah: New York City CFP tutor
...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 alike; whatever your situation, we can...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 7
- Series 66
- Series 26
- +9 subjects
Nicholas: New York City 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 7
- Series 63
- PMP
- +43 subjects
James: New York City 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
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- Series 6
- +27 subjects
Prince: New York City 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
James : New York City CFP tutor
...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 estate broker with a firm now...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- CIMA
- SEE - Special Enrollment Exam
- SAEE - The Special Agent Entrance Exam
- +42 subjects
Benjamin: New York City 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 66
- Series 24
- Series 52
- +24 subjects
Private CFP Tutoring in New York City, NY
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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