Top CFP Tutors serving Seattle
![Seattle, WA CFP tutor named Peter Seattle, WA CFP tutor named Peter](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878923555/display/display_vt_optimized.jpg)
Peter: Seattle CFP tutor
...2014 I have been an adjunct professor at 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...
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 53
- Series 7
- +18 subjects
![Seattle, WA CFP tutor named Aaron Seattle, WA CFP tutor named Aaron](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878774551/display/display_vt_optimized.jpg)
Aaron: Seattle CFP tutor
...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 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...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 4
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects
![Seattle, WA CFP tutor named Krista Seattle, WA CFP tutor named Krista](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878848737/display/display_vt_optimized.jpg)
Krista: Seattle CFP tutor
...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 tips and tricks that I have found helpful and previous...
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 63
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +18 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 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 57
- +10 subjects
![Seattle, WA CFP tutor named Donald Seattle, WA CFP tutor named Donald](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878763139/display/display_vt_optimized.jpg)
Donald: Seattle CFP tutor
...STEM courses to include thermodynamics, electrical engineering, cyber security, physics, chemistry, calculus, and computer systems engineering. Not only was I pushed academically but I was pushed as a leader. You are expected to develop your own leadership style and practice it every day. I held numerous instructor and leadership positions while at the Naval Academy and found my love for teaching. Upon graduation, I was commissioned into the United States Marine Corps my job as...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Insurance License
- ChFC - Chartered Financial Consultant
- RICP - Retirement Income Certified Professional
- +35 subjects
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFP
- Series 31
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- +43 subjects
![Seattle, WA CFP tutor named Scot Seattle, WA CFP tutor named Scot](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879266932/display/display_vt_optimized.jpg)
Scot: Seattle CFP tutor
...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! I look forward to helping you in your pursuit of...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 4
- Series 65
- Series 24
- +12 subjects
![Seattle, WA CFP tutor named Blake Seattle, WA CFP tutor named Blake](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878856534/display/display_vt_optimized.jpg)
Blake: Seattle CFP tutor
...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 in 2019. My best areas to teach are personal finance,...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- SAT Writing and Language
- +71 subjects
![Seattle, WA CFP tutor named John Seattle, WA CFP tutor named John](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878449817/display/display_vt_optimized.jpg)
John: Seattle CFP tutor
...educational endeavors for a lifetime. 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...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- ASCP Board of Certification - American Society for Clinical Pathology Board of Certification
- CIC- Certified Insurance Counselor Exam
- AU-S - Associate in Commercial Underwriting-Strategic Techniques
- +455 subjects
![Seattle, WA CFP tutor named Victoria Seattle, WA CFP tutor named Victoria](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878770881/display/display_vt_optimized.jpg)
Victoria: Seattle CFP tutor
...I am passionate about personal 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...
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 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +35 subjects
![Seattle, WA CFP tutor named Raman Seattle, WA CFP tutor named Raman](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878875943/display/display_vt_optimized.jpg)
Raman: Seattle CFP tutor
...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 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...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Insurance License
- ChFC - Chartered Financial Consultant
- Series 7
- +25 subjects
![Seattle, WA CFP tutor named Garth Seattle, WA CFP tutor named Garth](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878782751/display/display_vt_optimized.jpg)
Garth: Seattle CFP tutor
...am FINRA 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...
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 24
- Series 7
- Series 63
- +26 subjects
![Seattle, WA CFP tutor named Sarah Seattle, WA CFP tutor named Sarah](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879206461/display/display_vt_optimized.jpg)
Sarah: Seattle CFP tutor
...find a strategy that is unique to you and your needs. We'll start with a study calendar that charts out your time to the exam, and how best to utilize your time based on your circumstances, learning style, and needs. Whether you 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,...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 86
- +9 subjects
![Seattle, WA CFP tutor named James Seattle, WA CFP tutor named James](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878812751/display/display_vt_optimized.jpg)
James: Seattle CFP tutor
...through financial 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...
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 7 - General Securities Representative Exam (Stockbroker)
- CPA
- Series 7
- +27 subjects
![Seattle, WA CFP tutor named Jorge Seattle, WA CFP tutor named Jorge](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879198333/display/display_vt_optimized.jpg)
Jorge: Seattle CFP tutor
...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 doing so, they gain confidence and focus on maximizing their...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 7
- Series 31
- Series 66
- +36 subjects
![Seattle, WA CFP tutor named John Seattle, WA CFP tutor named John](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878585590/display/display_vt_optimized.jpg)
John: Seattle 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 65
- Series 9
- Series 66
- +10 subjects
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- CFP
- FINRA - Financial Industry Regulatory Authority
- ChFC - Chartered Financial Consultant
- Series 65
- +1 subjects
![Seattle, WA CFP tutor named James Seattle, WA CFP tutor named James](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878774887/display/display_vt_optimized.jpg)
James: Seattle 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 10
- Series 6
- Series 7
- +23 subjects
![Seattle, WA CFP tutor named Gordon Seattle, WA CFP tutor named Gordon](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879110817/display/display_vt_optimized.jpg)
Gordon: Seattle CFP tutor
...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). I do enjoy tutoring investment management, corporate finance and financial planning. I believe finance is an art form that may not always have one answer. My style is one of calmness and patience with students. I may not always have the answer...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CFA
- CIMA
- CIA - Certified Internal Auditor
- +58 subjects
![Seattle, WA CFP tutor named Michael Seattle, WA CFP tutor named Michael](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878588117/display/display_vt_optimized.jpg)
Michael: Seattle CFP tutor
...received college credit for a few subjects including Calculus. I have also held Series 7, CFP and Health and Life Insurance Licenses. I have worked both here in the United States and in Europe for large multinational organizations as well as small, start up businesses and everything in between. I have been an employee, an advisor and an owner and the specific roles I have played have varied considerably over time: Banker, Market Research Consultant,...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Accounting
- Statistics
- +61 subjects
Private CFP Tutoring in Seattle, WA
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