Top CFP Tutors serving San Diego
![San Diego, CA CFP tutor named Blake San Diego, CA CFP tutor named Blake](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878856534/display/display_vt_optimized.jpg)
Blake: San Diego CFP tutor
...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 are personal finance, economics, Algebra 1 and 2, Geometry,...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- GED
- +71 subjects
![San Diego, CA CFP tutor named Aaron San Diego, CA CFP tutor named Aaron](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878774551/display/display_vt_optimized.jpg)
Aaron: San Diego CFP tutor
...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 the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified Financial Planner (CFP) designation. A...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 65
- +7 subjects
![San Diego, CA CFP tutor named Jacarri San Diego, CA CFP tutor named Jacarri](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879882345/display/display_vt_optimized.jpg)
Jacarri: San Diego 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
![San Diego, CA CFP tutor named Austin San Diego, CA CFP tutor named Austin](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879900809/display/display_vt_optimized.jpg)
Austin: San Diego CFP tutor
...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 financial world.
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Professional Certifications
- Finance
- Business
![San Diego, CA CFP tutor named Victoria San Diego, CA CFP tutor named Victoria](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878770881/display/display_vt_optimized.jpg)
Victoria: San Diego CFP tutor
...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, believing it to be absolutely necessary for an improved quality of life, and...
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 52
- Series 6
- Insurance License
- +35 subjects
![San Diego, CA CFP tutor named Sarah San Diego, CA CFP tutor named Sarah](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879206461/display/display_vt_optimized.jpg)
Sarah: San Diego CFP tutor
...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 learn more about what our partnership would look like, don't hesitate to contact me so we can put together an introductory meeting so we can see if we would be a good fit.
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +9 subjects
![San Diego, CA CFP tutor named Alexander San Diego, CA CFP tutor named Alexander](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/880043303/display/display_vt_optimized.jpg)
Alexander: San Diego CFP tutor
...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 pass the CFP in UNDER SIX MONTHS with a 90% blended score on my only full practice exam. Most candidates spend at least a year on their first attempt! I know which methods work and which are a waste...
Education & Certification
- Indiana University-East - Bachelor in Arts, Creative Writing
Subject Expertise
- CFP
- Series 65
- Series 66
- Series 7
- +37 subjects
![San Diego, CA CFP tutor named Garth San Diego, CA CFP tutor named Garth](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878782751/display/display_vt_optimized.jpg)
Garth: San Diego CFP tutor
...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 University with my MBA and am a member of the International Business Beta Gamma...
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 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +26 subjects
![San Diego, CA CFP tutor named James San Diego, CA CFP tutor named James](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878792966/display/display_vt_optimized.jpg)
James : San Diego CFP tutor
...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 test for becoming an EA, through the community colleges. So much for my academic background...
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
![San Diego, CA CFP tutor named Gordon San Diego, CA CFP tutor named Gordon](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879110817/display/display_vt_optimized.jpg)
Gordon: San Diego CFP tutor
...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 Analyst (CFA) designation. I have also been a grader of the level III CFA exam many times. I also am a Certified Financial Planner (CFP)....
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CIMA
- Real Estate License - New York
- CFA
- +58 subjects
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- CFP
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- Series 65
- +1 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)
- CIMA
- PMP
- +43 subjects
![San Diego, CA CFP tutor named Raman San Diego, CA CFP tutor named Raman](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878875943/display/display_vt_optimized.jpg)
Raman: San Diego CFP tutor
I am Certified Financial Planner with over a decade of experience in the financial planning industry. I have completed my Bachelors in Finance and have successfully passed the FINRA Series 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...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Series 7
- ChFC - Chartered Financial Consultant
- SIE
- +25 subjects
![San Diego, CA CFP tutor named Scot San Diego, CA CFP tutor named Scot](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879266932/display/display_vt_optimized.jpg)
Scot: San Diego CFP tutor
...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! I look forward to helping you in your pursuit of your next FINRA license or...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 57
- Series 22
- Series 63
- +12 subjects
![San Diego, CA CFP tutor named Donald San Diego, CA CFP tutor named Donald](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878763139/display/display_vt_optimized.jpg)
Donald: San Diego CFP tutor
...a Financial Manager. My passion for finance was sparked once I began my work as a financial manager. I applied for grad school and began my MBA with a concentration in finance shortly after from LSUS. It was at this point that I knew that I wanted to make finance a career. I currently hold the Certified Financial Planner, Chartered Financial Consultant and Retirement Income Certified Professional Designations. I also have great experience preparing others...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Series 65
- Insurance License
- RICP - Retirement Income Certified Professional
- +35 subjects
![San Diego, CA CFP tutor named Richard San Diego, CA CFP tutor named Richard](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879166832/display/display_vt_optimized.jpg)
Richard: San Diego 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
![San Diego, CA CFP tutor named Alejandro San Diego, CA CFP tutor named Alejandro](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879822130/display/display_vt_optimized.jpg)
Alejandro: San Diego 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
![San Diego, CA CFP tutor named Michael San Diego, CA CFP tutor named Michael](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878588117/display/display_vt_optimized.jpg)
Michael: San Diego CFP tutor
...we can get to helping the other person to articulate their own feelings/fears/concerns and facilitating their own discovery of method and means to deal with the situation the better off everyone is. For many years I been informally tutoring (probably more than 200 students) on subjects including math, English, History, Philosophy, and the college application process (ACT and SAT test preparation and essay writing). This academic tutoring has been with students between the ages of...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Middle School Reading
- High School Writing
- +61 subjects
![San Diego, CA CFP tutor named Garrett San Diego, CA CFP tutor named Garrett](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879048727/display/display_vt_optimized.jpg)
Garrett: San Diego CFP tutor
...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 more focus on and teach it in a way that will be memorable for...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Finance
- College Accounting
- College Economics
- +9 subjects
![San Diego, CA CFP tutor named John San Diego, CA CFP tutor named John](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878449817/display/display_vt_optimized.jpg)
John: San Diego CFP tutor
...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 their experiences from me, I equally gain so much insight and knowledge from the...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- API - Associate in Personal Insurance
- CGEIT - Certified in the Governance of Enterprise IT
- CSET - California Subject Examinations for Teachers
- +455 subjects
Private CFP Tutoring in San Diego, CA
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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