Top CFP Tutors serving Phoenix
![Phoenix, AZ CFP tutor named Raman Phoenix, AZ CFP tutor named Raman](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878875943/display/display_vt_optimized.jpg)
Raman: Phoenix CFP tutor
...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 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...
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 6
- Series 7
- +25 subjects
![Phoenix, AZ CFP tutor named Blake Phoenix, AZ CFP tutor named Blake](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878856534/display/display_vt_optimized.jpg)
Blake: Phoenix CFP tutor
...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 are personal finance, economics, Algebra 1 and 2, Geometry, and ACT prep.
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- Professional Certifications
- +71 subjects
![Phoenix, AZ CFP tutor named John Phoenix, AZ CFP tutor named John](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878585590/display/display_vt_optimized.jpg)
John: Phoenix 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 9
- Series 65
- SIE
- +10 subjects
![Phoenix, AZ CFP tutor named Hal Phoenix, AZ CFP tutor named Hal](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878382479/display/display_vt_optimized.jpg)
Hal: Phoenix CFP tutor
...followed that as the designated options trader for a firm. I have over twenty years of teaching experience at the college and university level in addition to having served as a national educator in investments for a Fortune 20 firm. My background includes having been licensed as a Certified Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- CFP
- CIMA
- Series 63
- CFA
- +171 subjects
![Phoenix, AZ CFP tutor named Joshua Phoenix, AZ CFP tutor named Joshua](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878802759/display/display_vt_optimized.jpg)
Joshua: Phoenix 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
- Series 6
- Series 66
- Series 63
- +8 subjects
![Phoenix, AZ CFP tutor named Richard Phoenix, AZ CFP tutor named Richard](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879166832/display/display_vt_optimized.jpg)
Richard: Phoenix 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
- CPA
- Series 7
- Series 66
- +31 subjects
![Phoenix, AZ CFP tutor named Krista Phoenix, AZ CFP tutor named Krista](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878848737/display/display_vt_optimized.jpg)
Krista: Phoenix CFP tutor
...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 tips and tricks that I have found helpful and previous students that I have tutored have as well.
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 65
- Series 63
- Series 7
- +18 subjects
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- CFP
- Series 65
- FINRA - Financial Industry Regulatory Authority
- ChFC - Chartered Financial Consultant
- +1 subjects
![Phoenix, AZ CFP tutor named Sarah Phoenix, AZ CFP tutor named Sarah](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879206461/display/display_vt_optimized.jpg)
Sarah: Phoenix CFP tutor
...need a sounding board to confirm your understanding, visual aids, practice quizzes, or mini lessons, we'll find the strategies that get you to your "ah-ha" moment! I also dedicate time to test-taking techniques, including those specifically for the CFP, that increase odds of student's success. I would love to take some time to meet you and learn more about where you are in your CFP journey! If you have any questions or would like to...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 7
- Series 65
- Series 26
- +9 subjects
![Phoenix, AZ CFP tutor named Aaron Phoenix, AZ CFP tutor named Aaron](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878774551/display/display_vt_optimized.jpg)
Aaron: Phoenix CFP tutor
...designation. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back office roles, compliance, management, personal advising and planning and retirement consulting. When I'm not focusing on my craft I enjoy spending time with my family and am an...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 7
- Series 66
- Series 4
- +7 subjects
![Phoenix, AZ CFP tutor named Garth Phoenix, AZ CFP tutor named Garth](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878782751/display/display_vt_optimized.jpg)
Garth: Phoenix CFP tutor
...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 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...
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 6
- Series 66
- Series 63
- +26 subjects
![Phoenix, AZ CFP tutor named Garrett Phoenix, AZ CFP tutor named Garrett](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879048727/display/display_vt_optimized.jpg)
Garrett: Phoenix CFP tutor
...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 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...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- College Economics
- Technology and Coding
- Finance
- +9 subjects
![Phoenix, AZ CFP tutor named James Phoenix, AZ CFP tutor named James](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878792966/display/display_vt_optimized.jpg)
James : Phoenix CFP tutor
...Planning's program in near record time and passed the CFP Board Exam on my first attempt in 1998. In order to better understand our tax code, I became an Enrolled Agent in 2011. In 2016, I passed the FINRA Series 6 and 63 securities license exams and, in 2017, I earned a Virginia Life and Health Insurance License. I also hold both Virginia and Maryland real estate salesperson's licenses. As you can see, I have...
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
- AFSP - Annual Filing Season Program
- +42 subjects
![Phoenix, AZ CFP tutor named Scot Phoenix, AZ CFP tutor named Scot](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879266932/display/display_vt_optimized.jpg)
Scot: Phoenix CFP tutor
...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! I look forward to helping you in your pursuit of your next FINRA license or your CFP marks!
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- SIE
- Series 22
- Series 6
- +12 subjects
![Phoenix, AZ CFP tutor named James Phoenix, AZ CFP tutor named James](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878812751/display/display_vt_optimized.jpg)
James: Phoenix CFP tutor
...planning discussions -- including investment planning, 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...
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 79
- Series 10
- Series 86
- +27 subjects
![Phoenix, AZ CFP tutor named Sarah Phoenix, AZ CFP tutor named Sarah](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878972868/display/display_vt_optimized.jpg)
Sarah: Phoenix CFP tutor
...everyday language, and I provide a variety of accessible learning portals, eliminating the 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...
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 63
- SIE
- +36 subjects
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 31
- PMP
- +43 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
- NMLS - Nationwide Mortgage Licensing System
- Exam IFM - Investment and Financial Markets
- CFA
- +84 subjects
![Phoenix, AZ CFP tutor named Alejandro Phoenix, AZ CFP tutor named Alejandro](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879822130/display/display_vt_optimized.jpg)
Alejandro: Phoenix CFP tutor
...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, Investments, and...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 66
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
Private CFP Tutoring in Phoenix, AZ
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