Top CFP Tutors serving Birmingham
Alejandro: Birmingham CFP tutor
...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...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Eric: Birmingham CFP tutor
I am a passionate financial planner that enjoys getting to help others learn financial planning and personal finance.
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 79
- Series 7
- Series 57
- +10 subjects
Joshua: Birmingham 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...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7
- Insurance License
- Series 63
- +8 subjects
Jorge: Birmingham CFP tutor
...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...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 66
- SIE
- Series 31
- +38 subjects
Scot: Birmingham CFP tutor
...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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 63
- SIE
- Series 6
- +12 subjects
James : Birmingham CFP tutor
...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 and work experience. What is my teaching philosophy? First, I am a people person. I seek to connect...
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
- AFSP - Annual Filing Season Program
- SEE - Special Enrollment Exam
- +48 subjects
Christopher: Birmingham CFP tutor
...of experience in the financial industry and previous experience in accounting and higher education, I specialize in preparing adult learners and college students for securities industry exams, including the SIE, Series 7, Series 66, and CFP certification. My teaching philosophy centers on breaking down complex financial concepts into manageable parts, using visual aids and interactive...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- CFP
- Series 65
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
Donald: Birmingham CFP tutor
...BE fun and that it can open many doors for you in life.... it's just all about perspective! I attended the United States Naval Academy and was a linebacker for the football team from 2011-2015. I earned my Bachelors of Science in History. The Naval Academy challenged me in ways I did not know were...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Insurance License
- Series 7
- SIE
- +35 subjects
Raman: Birmingham CFP tutor
...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...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Exam IFM - Investment and Financial Markets
- Series 66
- Insurance License
- +25 subjects
Benjamin: Birmingham CFP tutor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- CPA
- Series 66
- Series 52
- +24 subjects
Sarah: Birmingham CFP tutor
...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...
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 65
- +36 subjects
Isaac: Birmingham CFP tutor
...help you understand and have had ample experience over the years helping all types of people comprehend numerous financial concepts. I will make sure that after every session your depth of understanding is greater and you're one step closer to passing that exam or completing your assignment. I enjoy working out, golfing, trying new restaurants,...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- CFP
- Insurance License
- Series 6
- Series 65
- +9 subjects
Prince: Birmingham CFP tutor
I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- CFP
- FINRA - Financial Industry Regulatory Authority
- Series 65
- ChFC - Chartered Financial Consultant
- +1 subjects
Roman: Birmingham CFP tutor
...time in the industry, I've taken many exams, including, the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal finance and love helping others understand the concepts...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Series 66
- FINRA - Financial Industry Regulatory Authority
- SIE
- +60 subjects
Blake: Birmingham 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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- High School Economics
- +71 subjects
Will: Birmingham CFP tutor
Building competence in the subjects that matter to you.
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 7
- +4 subjects
Austin: Birmingham CFP tutor
...a 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...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Professional Certifications
- Business
- Finance
Victoria: Birmingham CFP tutor
...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...
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
- Insurance License
- Series 66
- +35 subjects
Melinda: Birmingham CFP tutor
...of understanding; I like to connect concepts together for students, so they can begin to see the network of ideas strung together logically, enhancing their understanding of each, and greatly magnifying their ability to recall information when needed. I have always been resourceful, and if I promise nothing else, it is that I will use...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- Managerial Accounting
- Social Sciences
- +80 subjects
James: Birmingham CFP tutor
...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...
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
- EMT - Emergency Medical Technicians
- Series 79
- WMCP - Wealth Management Certified Professional
- +27 subjects
Private CFP Tutoring in Birmingham
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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