Top CFP Tutors serving Cambridge
Peter: Cambridge CFP tutor
...Financial Consultant) designations. Since 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...
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 26
- Series 22
- Series 28
- +18 subjects
Jacarri: Cambridge CFP tutor
...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...
Education & Certification
- Our Lady of the Lake University-San Antonio - Masters in Business Administration, Business, General
Subject Expertise
- CFP
- Professional Certifications
James: Cambridge CFP tutor
...enjoy guiding people 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....
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
- Series 10
- Series 86
- +27 subjects
Will: Cambridge 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
Prince: Cambridge 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
- Series 65
- FINRA - Financial Industry Regulatory Authority
- ChFC - Chartered Financial Consultant
- +1 subjects
Melinda: Cambridge CFP tutor
...can only be mastered through multiplicities 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,...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- English
- Professional Certifications
- +80 subjects
Gordon: Cambridge CFP tutor
...finance because I find it to be a very important, challenging and rewarding occupation. I have worked in the investment management and financial planning industry for 25 years. I currently work for a Registered Investment Advisory (RIA) firm that handles complex client relationships. I have also been an adjunct university finance professor for 9 years...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CIA - Certified Internal Auditor
- CPA
- Real Estate License - New York
- +58 subjects
Benjamin: Cambridge 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
- SIE
- Series 57
- Series 24
- +24 subjects
Sarah: Cambridge CFP tutor
...planning courses and began studying for my CFP, which I received in 2021. Teaching and serving others have always been passions of mine, which is what drew me to the field of financial planning in the first place. I have been tutoring for nearly a decade, and for several years I have been exclusively tutoring...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 6
- Series 26
- Series 24
- +9 subjects
John: Cambridge CFP tutor
...to enhance their 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...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- CIA - Certified Internal Auditor
- American Council on Exercise (ACE)
- ABIM Exam - American Board of Internal Medicine
- +455 subjects
Michael: Cambridge CFP tutor
...on the first try, I know firsthand the dedication and strategic approach needed to succeed. My passion for helping students stems from a deep commitment to making this journey as smooth and rewarding as possible. I believe that learning should be engaging and memorable. That's why I bring a creative approach to my tutoring, using...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 79
- Series 9
- SIE
- +12 subjects
Victoria: Cambridge CFP tutor
...24, and 2-15. 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...
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 51
- Series 65
- Series 26
- +35 subjects
Garth: Cambridge CFP tutor
...Rowe Price. I 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...
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
James : Cambridge CFP tutor
...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 and work experience. What is my teaching philosophy? First, I am a...
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
- CIMA
- AFSP - Annual Filing Season Program
- +48 subjects
Alejandro: Cambridge CFP tutor
...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...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Garrett: Cambridge CFP tutor
...others learn and pass the CFP and other 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....
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Professional Certifications
- Productivity
- Finance
- +9 subjects
Scot: Cambridge 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 10
- Series 22
- SIE
- +12 subjects
Isaac: Cambridge CFP tutor
...I can adapt my language to 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...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 65
- Series 7
- SIE
- +9 subjects
Roman: Cambridge CFP tutor
...finance in Charlotte, NC. During my 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...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Series 7
- Series 65
- FINRA - Financial Industry Regulatory Authority
- +60 subjects
Blake: Cambridge 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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- Economics
- +71 subjects
Private CFP Tutoring in Cambridge
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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