Michael: Lower East Side CFP course instructor
...me) both on the way excel works and how to make excel work to produce desired results. I use excel practically everyday; it is my "go to" tool for working with numbers and analytical concepts. I have been writing and editing academic papers, blog posts, journal entries, business reports and correspondence, essays and books for...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Pre-Calculus
- High School Writing
- +61 subjects
Mary: Lower East Side CFP course instructor
I am dedicated to creating a supportive and engaging learning environment where students feel confident to excel. My approach is tailored to each learner, breaking down complex ideas into simple, relatable steps. With a focus on building skills and self-assurance, I strive to make every session impactful and enjoyable. Together, we'll turn challenges into achievements.
Education & Certification
- Princeton University - Bachelor, Bachelor of Arts.
- Harvard University - Master's/Graduate, MSc. Mechanical Engineering
- State Certified Teacher
Subject Expertise
- CFP
- Series 62
- Series 42
- ABOS - American Board of Orthopaedic Surgery
- +1359 subjects
Peter: Lower East Side CFP course instructor
...have a Bachelor's degree from Hofstra University and an MBA from Long Island University. I hold the CFP(Certified Financial Planner) and a ChFC(Charter 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...
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 82
- Series 86
- Series 4
- +18 subjects
William: Lower East Side CFP course instructor
...finance professional with a Bachelor's degree from Manhattan College and over two years of tutoring experience, I am passionate about making complex financial concepts accessible to all. My tutoring focuses on subjects such as the SIE, Series 6, Series 7, Series 65, and Series 66 where I emphasize real-world applications and understanding the intricacies of...
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7
- Insurance License
- Series 66
- +4 subjects
Blake: Lower East Side CFP course instructor
...mentoring and teaching others because that is what has helped me in my life and career the most: someone coming alongside me and helping 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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- GED Science
- +71 subjects
Sarah: Lower East Side CFP course instructor
...a study calendar that charts out your time to the exam, and how best to utilize your time based on your circumstances, learning style, and needs. Whether you need a sounding board to confirm your understanding, visual aids, practice quizzes, or mini lessons, we'll find the strategies that get you to your "ah-ha" moment! I...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 79
- Series 26
- Series 63
- +9 subjects
Garrett: Lower East Side CFP course instructor
...CERTIFIED FINANCIAL PLANNER professional with an Undergraduate in Statistics and Accounting, and an MBA in Finance and Accounting. I am passionate about helping 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...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- College Accounting
- College Economics
- Professional Certifications
- +9 subjects
Stephen: Lower East Side CFP course instructor
...finance professional with a Master's degree from Rollins College, I bring over two years of tutoring experience in subjects such as macroeconomics and personal finance. My diverse background in banking, real estate, and investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach,...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- CFP
- AACN - American Association of Colleges of Nursing
- SIE
- Real Estate License
- +21 subjects
Victoria: Lower East Side CFP course instructor
...a Masters Degree in Business Administration and I am a Certified Financial Planner. I also have several industry licenses; series 7, 66, 51, 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...
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
- Exam IFM - Investment and Financial Markets
- Series 53
- Series 6
- +35 subjects
Raman: Lower East Side CFP course instructor
...Certified Financial Planner with over a decade of experience in the financial planning industry. I have completed my Bachelors in Finance and have successfully passed the FINRA Series 7, 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....
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Series 63
- Series 7
- RICP - Retirement Income Certified Professional
- +25 subjects
Isaac: Lower East Side CFP course instructor
...career I have helped younger advisors on my team study for their series exams (SIE, series 6, 7, 63, 65, and 66). I graduated from Missouri State University with a degree in Finance with an emphasis in Financial Planning. I have my CFP, and have passed the Series 6, Series 7, Series 63, Series 65,...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7
- Series 65
- SIE
- +11 subjects
Melinda: Lower East Side CFP course instructor
...my strongest skills, and in professional opportunities to develop curriculum for other accountants, I've felt the most satisfaction in my work. I love helping others, and in particular, I have a passion for helping others learn more easily, especially those who are struggling the most. In my spare time, I like to practice creative writing,...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- Basic Computer Literacy
- Creative Writing
- +80 subjects
Christopher: Lower East Side CFP course instructor
...a CERTIFIED FINANCIAL PLANNER(R) Professional and hold a Master's in Business Administration from the University of Hartford and a Bachelor's in Accounting from the University of Connecticut. With three years 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...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- CFP
- Series 66
- Insurance License
- Series 7
- +4 subjects
Scot: Lower East Side CFP course instructor
...a graduate of Penn State University. I received my degree in Marketing in 2010 and became a licensed financial advisor in June 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....
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 6
- Series 57
- Series 7
- +12 subjects
Alejandro: Lower East Side CFP course instructor
...from the University of Arizona as an adult student. In 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...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Roman: Lower East Side CFP course instructor
...with a B.S. in Mechanical Engineering from Virginia Commonwealth University, in my hometown of Richmond, Virginia, I moved and began my career in 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 -...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- +60 subjects
Nicholas: Lower East Side CFP course instructor
Through almost a decade as a financial planner, I enjoy helping others enter the field and continue to develop their expertise. I tutor the Series 6, 63, 65 and 7 exams and the CFP Board exam.
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 6
- Insurance License
- Series 65
- +8 subjects
Eric: Lower East Side CFP course instructor
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 57
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +10 subjects
Joshua: Lower East Side CFP course instructor
...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
- Insurance License
- Series 6
- Series 7
- +8 subjects
Sarah: Lower East Side CFP course instructor
...my students, offering the flexibility to learn at their own pace, whether that means intensive preparation in a month or a more gradual, step-by-step approach. My goal is to provide unwavering support and assistance, helping you conquer your test and advance in your career and achievements. Let's work together to turn your goals into reality!
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
- Series 65
- Series 63
- Series 66
- +36 subjects