Top CFP Tutors serving San Francisco-Bay Area
![San Francisco-Bay Area, CA CFP tutor named Julie San Francisco-Bay Area, CA CFP tutor named Julie](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878955610/display/display_vt_optimized.jpg)
Julie: San Francisco-Bay Area CFP tutor
I am a Certified Financial Planner, Certified Financial Therapist - I with a Master of Science in Finance and a Bachelor of Business Administration. While I am a fee-only fiduciary advisor now, I have taken and passed the Series 7, Series 65, and Series 66 exams as well as the rigorous Certified Financial Planner examination. I am here to help personal finance, finance, and business students achieve their educational goals!
Subject Expertise
- CFP
- Series 66
- Series 7
- Series 65
- +5 subjects
![San Francisco-Bay Area, CA CFP tutor named Michael San Francisco-Bay Area, CA CFP tutor named Michael](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878588117/display/display_vt_optimized.jpg)
Michael: San Francisco-Bay Area CFP tutor
...coach's commitment to that mastery. Mastery is about taking ownership of the process, enjoying the journey and giving those responsible for reading or engaging with one's work one's authentic voice. Engage me, and that is what all the work will be in service of. (My authentic voice is OK with ending sentences in prepositions.) And, hard work though acquiring mastery is, it does not have to be stressful or painful. I believe the most effective...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- College Application Essays
- Pre-Algebra
- +61 subjects
![San Francisco-Bay Area, CA CFP tutor named Sarah San Francisco-Bay Area, CA CFP tutor named Sarah](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878972868/display/display_vt_optimized.jpg)
Sarah: San Francisco-Bay Area CFP tutor
...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 blocks. My flexibility and...
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
- SIE
- Series 65
- Series 63
- +36 subjects
![San Francisco-Bay Area, CA CFP tutor named Krista San Francisco-Bay Area, CA CFP tutor named Krista](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878848737/display/display_vt_optimized.jpg)
Krista: San Francisco-Bay Area CFP tutor
...enjoy helping professionals further their careers. I have a 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...
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 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +18 subjects
![San Francisco-Bay Area, CA CFP tutor named Raman San Francisco-Bay Area, CA CFP tutor named Raman](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878875943/display/display_vt_optimized.jpg)
Raman: San Francisco-Bay Area CFP tutor
...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 Insurance License, the...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- ChFC - Chartered Financial Consultant
- +25 subjects
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +4 subjects
![San Francisco-Bay Area, CA CFP tutor named Sarah San Francisco-Bay Area, CA CFP tutor named Sarah](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879206461/display/display_vt_optimized.jpg)
Sarah: San Francisco-Bay Area CFP tutor
...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 learn more about...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 24
- SIE
- Series 79
- +9 subjects
![San Francisco-Bay Area, CA CFP tutor named Gordon San Francisco-Bay Area, CA CFP tutor named Gordon](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879110817/display/display_vt_optimized.jpg)
Gordon: San Francisco-Bay Area CFP tutor
...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 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...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CIMA
- CPA
- CIA - Certified Internal Auditor
- +58 subjects
![San Francisco-Bay Area, CA CFP tutor named Victoria San Francisco-Bay Area, CA CFP tutor named Victoria](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878770881/display/display_vt_optimized.jpg)
Victoria: San Francisco-Bay Area CFP tutor
...financial literacy and 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...
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 26
- Series 63
- Series 66
- +35 subjects
![San Francisco-Bay Area, CA CFP tutor named Nicholas San Francisco-Bay Area, CA CFP tutor named Nicholas](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878583445/display/display_vt_optimized.jpg)
Nicholas: San Francisco-Bay Area 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
- CFA
- Series 7
- Series 31
- +43 subjects
![San Francisco-Bay Area, CA CFP tutor named Garth San Francisco-Bay Area, CA CFP tutor named Garth](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878782751/display/display_vt_optimized.jpg)
Garth: San Francisco-Bay Area CFP tutor
...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 students in a...
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 66
- +26 subjects
![San Francisco-Bay Area, CA CFP tutor named Joshua San Francisco-Bay Area, CA CFP tutor named Joshua](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878802759/display/display_vt_optimized.jpg)
Joshua: San Francisco-Bay Area 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 7
- Series 66
- Series 6
- +8 subjects
![San Francisco-Bay Area, CA CFP tutor named John San Francisco-Bay Area, CA CFP tutor named John](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878449817/display/display_vt_optimized.jpg)
John: San Francisco-Bay Area CFP tutor
...I believe in 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...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- Exam SRM - Statistics for Risk Modeling
- GIAC - Global Information Assurance Certification
- CPA
- +455 subjects
![San Francisco-Bay Area, CA CFP tutor named Richard San Francisco-Bay Area, CA CFP tutor named Richard](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879166832/display/display_vt_optimized.jpg)
Richard: San Francisco-Bay Area 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
- CFA
- Series 66
- +31 subjects
![San Francisco-Bay Area, CA CFP tutor named Alejandro San Francisco-Bay Area, CA CFP tutor named Alejandro](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879822130/display/display_vt_optimized.jpg)
Alejandro: San Francisco-Bay Area CFP tutor
...graduated from the 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...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
![San Francisco-Bay Area, CA CFP tutor named Scot San Francisco-Bay Area, CA CFP tutor named Scot](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879266932/display/display_vt_optimized.jpg)
Scot: San Francisco-Bay Area CFP tutor
...am a graduate of Penn State University. I received 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 22
- Series 63
- Series 65
- +12 subjects
![San Francisco-Bay Area, CA CFP tutor named James San Francisco-Bay Area, CA CFP tutor named James](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878812751/display/display_vt_optimized.jpg)
James: San Francisco-Bay Area CFP tutor
...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 also was a...
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 6
- CPA
- ChFC - Chartered Financial Consultant
- +27 subjects
![San Francisco-Bay Area, CA CFP tutor named Garrett San Francisco-Bay Area, CA CFP tutor named Garrett](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879048727/display/display_vt_optimized.jpg)
Garrett: San Francisco-Bay Area CFP tutor
...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 similar questions going...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- College Accounting
- Financial Accounting
- Finance
- +9 subjects
![San Francisco-Bay Area, CA CFP tutor named Blake San Francisco-Bay Area, CA CFP tutor named Blake](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878856534/display/display_vt_optimized.jpg)
Blake: San Francisco-Bay Area CFP tutor
...mentoring and teaching 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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- Business Writing
- +71 subjects
![San Francisco-Bay Area, CA CFP tutor named James San Francisco-Bay Area, CA CFP tutor named James](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878792966/display/display_vt_optimized.jpg)
James : San Francisco-Bay Area CFP tutor
...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 studied a very...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- AFSP - Annual Filing Season Program
- SAEE - The Special Agent Entrance Exam
- CIMA
- +42 subjects
Private CFP Tutoring in San Francisco-Bay Area, CA
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