Top CFP Tutors serving Burbank
Richard: Burbank 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
- CFA
- Series 7
- Series 63
- +31 subjects
Krista: Burbank CFP tutor
...professionals further their careers. I have a BS (Penn State University) & MBA (Capella University). I currently licensed with the state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- CFP
- Series 6
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +18 subjects
Stephen: Burbank CFP tutor
...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, tailoring my methods to accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I find fulfillment in helping...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- CFP
- Insurance License
- Series 65
- AACN - American Association of Colleges of Nursing
- +21 subjects
Prince: Burbank 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
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- +1 subjects
Sarah: Burbank CFP tutor
...Financial Planning during my time there, I formally tutored students taking financial 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 the CFP. Everyone learns differently, and I love...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 79
- Series 86
- Series 65
- +9 subjects
Garrett: Burbank CFP tutor
...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 memorable for future questions. My main...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Macroeconomics
- College Economics
- Productivity
- +9 subjects
Raman: Burbank CFP tutor
I am 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. My passion is to teach my clients on how build a robust financial plan, however my passion...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- FINRA - Financial Industry Regulatory Authority
- Series 6
- Series 7
- +25 subjects
William: Burbank CFP tutor
...and guiding students through the thought process, ensuring they grasp not just the "how," but also the "why" behind financial principles. Inspired by my mother's teaching career and my own experiences helping my brother with dyslexia, I strive to create a supportive environment where students feel comfortable asking questions. My goal is to empower them to apply their knowledge in practical ways, ultimately setting them up for success in their financial journeys.
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Insurance License
- SIE
- Series 7
- +4 subjects
Aaron: Burbank CFP tutor
...realm; and to this day, constantly work to perfect my craft. I believe a lot of work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in their efforts to do business the right way....
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 53
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- +7 subjects
Michael: Burbank CFP tutor
...is what all the work will be in service of. (My authentic voice is OK with ending sentences in prepositions.) And, hard work though acquiring mastery is, it does not have to be stressful or painful. I believe the most effective path to mastery is through smiles and wows. I also believe that the closer we can get to helping the other person to articulate their own feelings/fears/concerns and facilitating their own discovery of method...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Math
- Middle School Writing
- +61 subjects
Private CFP Tutoring in Burbank, CA
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