Top CFP Tutors serving New York City
Michael: New York City CFP tutor
...of Social Studies with a BA in 1982. The College of Social Studies is a rigorous, multidisciplinary major focusing on History, Government, Political and Social Theory, and Economics. If memory serves I scored in the range of 1300-1400 on my SATs (back when the top score was 1600) and I took a some AP exams and received college credit for a few subjects including Calculus. I have also held Series 7, CFP and Health and...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Calculus
- High School Writing
- +61 subjects
Jorge: New York City CFP tutor
...Bachelor of Arts Degree, I had the opportunity to enter the world of 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...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 31
- Series 66
- SIE
- +36 subjects
Adam: New York City CFP tutor
As a former tutor of mine once said to our class during the days leading up to the exam: "I am not here to help you do anything more than pass the exam - When in doubt, C is for Cat"
Education & Certification
- Loyola University Maryland - Bachelor in Business Administration, Finance
Subject Expertise
- CFP
- Series 7
- Series 65
- Series 63
- +4 subjects
Peter: New York City CFP tutor
...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 been to "be the professor I wish I had." More specifically, a professor who not only knows the material but is able to present it in a memorable way. In my spare time...
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 27
- Series 10
- Series 4
- +18 subjects
Blake: New York City CFP tutor
...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 2, Geometry, and ACT prep.
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- Accounting
- +71 subjects
James: New York City CFP tutor
...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 trombone performance major during my college years.
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 10
- FINRA - Financial Industry Regulatory Authority
- +27 subjects
John: New York City 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 66
- Series 63
- Series 9
- +10 subjects
Raman: New York City CFP tutor
...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 one thing, understanding how to...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- FINRA - Financial Industry Regulatory Authority
- Insurance License
- ChFC - Chartered Financial Consultant
- +25 subjects
James : New York City CFP tutor
...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 fairly complicated, so I decided...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- CIMA
- SAEE - The Special Agent Entrance Exam
- AFSP - Annual Filing Season Program
- +42 subjects
Alexander: New York City CFP tutor
...certification tests in the financial services field on the first attempt, including the CFP. This is thanks to my mastery of financial concepts and understanding of test-taking logic and strategy. When you work with me, I will show you the best practices, strategies, and techniques that allowed me to pass the CFP in UNDER SIX MONTHS with a 90% blended score on my only full practice exam. Most candidates spend at least a year on...
Education & Certification
- Indiana University-East - Bachelor in Arts, Creative Writing
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 65
- +37 subjects
Gordon: New York City CFP tutor
...(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 a grader of the level...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CPA
- CFA
- Real Estate License - New York
- +58 subjects
Jacarri: New York City CFP tutor
On 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 to you.
Education & Certification
- Our Lady of the Lake University-San Antonio - Masters in Business Administration, Business, General
Subject Expertise
- CFP
- Professional Certifications
Hal: New York City CFP tutor
...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 the entire FINRA (then NASD)...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- CFP
- Real Estate License - New York
- Series 3
- Series 10
- +171 subjects
Eric: New York City 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 57
- Series 86
- +10 subjects
John: New York City CFP tutor
...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 so much insight and knowledge...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- AFSP - Annual Filing Season Program
- Exam SRM - Statistics for Risk Modeling
- CIA - Certified Internal Auditor
- +455 subjects
James: New York City 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 7
- Series 57
- SIE
- +24 subjects
Garrett: New York City CFP tutor
...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 forward. My goal will be to find a way to relate the areas you might need more focus on and teach it in a way that will be...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Macroeconomics
- Productivity
- Professional Certifications
- +9 subjects
Richard: New York City 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
- CPA
- Series 7
- +31 subjects
Austin: New York City 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 13 wealth management issues, so please allow me to help assist you in understanding the complex financial world.
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Professional Certifications
- Business
- Finance
Joshua: New York City 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 66
- Series 7
- Series 63
- +8 subjects
Private CFP Tutoring in New York City, NY
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