Top CFP Tutors serving St. Louis
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 6
- +24 subjects
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
![St. Louis, MO CFP tutor named Blake St. Louis, MO CFP tutor named Blake](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878856534/display/display_vt_optimized.jpg)
Blake: St. Louis CFP tutor
...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, economics, Algebra 1 and...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- Government
- +71 subjects
![St. Louis, MO CFP tutor named Jorge St. Louis, MO CFP tutor named Jorge](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879198333/display/display_vt_optimized.jpg)
Jorge: St. Louis CFP tutor
...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 efforts to achieve success.
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 31
- Series 65
- +36 subjects
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFP
- CIMA
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +43 subjects
![St. Louis, MO CFP tutor named Gordon St. Louis, MO CFP tutor named Gordon](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879110817/display/display_vt_optimized.jpg)
Gordon: St. Louis CFP tutor
...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 Lawrence. I do hold the Chartered Financial Analyst (CFA) designation. I have also been...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CPA
- CIA - Certified Internal Auditor
- CFA
- +58 subjects
![St. Louis, MO CFP tutor named Alejandro St. Louis, MO CFP tutor named Alejandro](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879822130/display/display_vt_optimized.jpg)
Alejandro: St. Louis CFP tutor
...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 decade of...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
![St. Louis, MO CFP tutor named Michael St. Louis, MO CFP tutor named Michael](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878588117/display/display_vt_optimized.jpg)
Michael: St. Louis CFP tutor
...coach you or your daughter or son on various academic subjects or the college admissions process or professional skills and their application? In truth, I don't think any of the above is a specific reason to engage me, yet I would be lying to say I think it meaningless. Leaving the standard resume stuff to the side for a moment, I want to share the essence of what I believe is the key dimension to...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Calculus
- High School Business
- +61 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
![St. Louis, MO CFP tutor named Sarah St. Louis, MO CFP tutor named Sarah](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878972868/display/display_vt_optimized.jpg)
Sarah: St. Louis CFP tutor
...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 close collaboration with students across various categories. I am dedicated to being available for...
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 6
- Series 66
- +36 subjects
![St. Louis, MO CFP tutor named Hal St. Louis, MO CFP tutor named Hal](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878382479/display/display_vt_optimized.jpg)
Hal: St. Louis CFP tutor
...the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed and took an introducing brokerage firm through...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- CFP
- Series 57
- Series 9
- Series 52
- +171 subjects
![St. Louis, MO CFP tutor named Scot St. Louis, MO CFP tutor named Scot](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879266932/display/display_vt_optimized.jpg)
Scot: St. Louis CFP tutor
...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 your next FINRA license...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 65
- Series 10
- Series 7
- +12 subjects
![St. Louis, MO CFP tutor named John St. Louis, MO CFP tutor named John](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878449817/display/display_vt_optimized.jpg)
John: St. Louis CFP tutor
...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 been for all learning types in various academic subjects. While my tutoring students gain much from their experiences from me, I equally gain...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- CFA
- FE Exam - Professional Licensed Engineer Fundamentals of Engineering Exam
- ARM-E - Associate in Management-Enterprise Risk Management
- +455 subjects
![St. Louis, MO CFP tutor named Victoria St. Louis, MO CFP tutor named Victoria](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878770881/display/display_vt_optimized.jpg)
Victoria: St. Louis CFP tutor
...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. I am also a firm proponent of education, believing it to be absolutely necessary...
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 7 - General Securities Representative Exam (Stockbroker)
- Series 23
- Series 65
- +35 subjects
![St. Louis, MO CFP tutor named James St. Louis, MO CFP tutor named James](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878792966/display/display_vt_optimized.jpg)
James : St. Louis CFP tutor
...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 known as CBRE. After 14 years at CBRE, my finances were starting to get...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- SAEE - The Special Agent Entrance Exam
- CIMA
- AFSP - Annual Filing Season Program
- +42 subjects
![St. Louis, MO CFP tutor named John St. Louis, MO CFP tutor named John](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878585590/display/display_vt_optimized.jpg)
John: St. Louis 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
- SIE
- Series 10
- Series 9
- +10 subjects
![St. Louis, MO CFP tutor named Richard St. Louis, MO CFP tutor named Richard](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/879166832/display/display_vt_optimized.jpg)
Richard: St. Louis 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 63
- CFA
- CPA
- +31 subjects
![St. Louis, MO CFP tutor named Krista St. Louis, MO CFP tutor named Krista](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878848737/display/display_vt_optimized.jpg)
Krista: St. Louis CFP tutor
...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 students that 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
- Insurance License
- Series 65
- SIE
- +18 subjects
![St. Louis, MO CFP tutor named James St. Louis, MO CFP tutor named James](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878774887/display/display_vt_optimized.jpg)
James: St. Louis 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 65
- Series 57
- Series 24
- +23 subjects
![St. Louis, MO CFP tutor named Raman St. Louis, MO CFP tutor named Raman](https://vt-vtwa-assets.varsitytutors.com/vt-vtwa/uploads/tutor_images/878875943/display/display_vt_optimized.jpg)
Raman: St. Louis CFP tutor
...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 related to the finance and financial services industry. Reading material and memorizing it is...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- FINRA - Financial Industry Regulatory Authority
- ChFC - Chartered Financial Consultant
- Series 6
- +25 subjects
Private CFP Tutoring in St. Louis, MO
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