Top CFP Tutors serving Oshawa
Eric: Oshawa 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 3
- Series 86
- +10 subjects
Roman: Oshawa 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
- American Council on Exercise (ACE)
- Series 7 - General Securities Representative Exam (Stockbroker)
- +60 subjects
Garrett: Oshawa CFP tutor
...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. My teaching and coaching style is...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Microeconomics
- Productivity
- College Economics
- +9 subjects
Michael: Oshawa CFP tutor
...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 fun and innovative methods to simplify complex...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 7
- Series 66
- Series 9
- +12 subjects
Austin: Oshawa CFP tutor
...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...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Finance
- Business
- Professional Certifications
Will: Oshawa CFP tutor
Building competence in the subjects that matter to you.
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
James: Oshawa 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
- Series 6
- FINRA - Financial Industry Regulatory Authority
- CLU - Chartered Life Underwriter
- +27 subjects
Gordon: Oshawa CFP tutor
...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 that taught master's and undergraduate finance...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CIMA
- CFA
- CIA - Certified Internal Auditor
- +58 subjects
Donald: Oshawa 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
- Series 7
- Series 66
- Series 65
- +35 subjects
Blake: Oshawa 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
- PreACT
- +71 subjects
Private CFP Tutoring in Oshawa
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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