Top CFP Tutors serving Dallas Fort Worth
Olatorera: Dallas Fort Worth CFP tutor
...fostering an interactive learning environment. Through case studies, simulations, and real-world examples, I encourage students to apply theoretical knowledge to practical scenarios. Beyond supply chain expertise, I have ventured into other facets of business. My proficiency extends to data analysis, product management, business analysis, and business architecture. This holistic approach allows me to connect supply chain principles with broader organizational strategies. In summary, my mission as a supply chain tutor is to ignite curiosity, cultivate...
Education & Certification
- Universidada De Murcia - Masters in Business Administration, Business, General
Subject Expertise
- CFP
- FINRA - Financial Industry Regulatory Authority
- GACE - Georgia Assessments for the Certification of Educators
- MPJE - Michigan
- +347 subjects
Richard: Dallas Fort Worth 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
- CPA
- Series 63
- Series 66
- +31 subjects
Jacarri: Dallas Fort Worth 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
Blake: Dallas Fort Worth CFP tutor
...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 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,...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- ACT Residual
- +71 subjects
Alejandro: Dallas Fort Worth CFP tutor
...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 world as a Financial Planning expert working with High Net Worth clients across the nation. Today, I own a Fee-Only Advisory Firm in Texas. I have over a decade of experience in Finance, Banking, Lending, Investments, and Wealth...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Jorge: Dallas Fort Worth CFP tutor
...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 manner. By doing so, they gain confidence and focus on maximizing their...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 55
- Series 6
- +38 subjects
Garth: Dallas Fort Worth CFP tutor
...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 (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor...
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 63
- Series 7
- Series 65
- +26 subjects
Michael: Dallas Fort Worth CFP tutor
...complex concepts and make exam content stick. By turning challenging material into engaging lessons, I strive to build not just understanding but also confidence in my students. Seeing my students achieve their goals and succeed in their exams is incredibly rewarding. I am dedicated to providing the support, guidance, and strategies needed to help each student reach their full potential. Together, we can make your path to certification a successful and enjoyable experience. Why Choose...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- SIE
- +12 subjects
Scot: Dallas Fort Worth CFP tutor
...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. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I look forward to helping you in your pursuit of...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 9
- Series 7
- Series 10
- +12 subjects
Raman: Dallas Fort Worth CFP tutor
...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 strategically take these exams and understanding the concept is where my skills will help you successfully achieve your goal of passing your exams.
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Series 65
- Exam IFM - Investment and Financial Markets
- Series 7 - General Securities Representative Exam (Stockbroker)
- +25 subjects
Nicholas: Dallas Fort Worth CFP tutor
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
- Series 66
- Series 7
- +8 subjects
Sarah: Dallas Fort Worth CFP tutor
...a wide range of learning styles, personality types, and unique challenges such as learning disabilities, test anxiety, and other mental blocks. My flexibility and deep understanding of exam content stem from years of close collaboration with students across various categories. I am dedicated to being available for 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...
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 63
- Series 65
- Series 6
- +36 subjects
Will: Dallas Fort Worth 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 7
- Series 66
- +4 subjects
James : Dallas Fort Worth CFP tutor
...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 to study to become a Certified Financial Planner, in order to manage my personal finances. I went through the College for Financial Planning's...
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
- SEE - Special Enrollment Exam
- +48 subjects
Joshua: Dallas Fort Worth 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 63
- Insurance License
- Series 66
- +8 subjects
Nicholas: Dallas Fort Worth CFP tutor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 31
- PMP
- +43 subjects
Melinda: Dallas Fort Worth CFP tutor
...a lifetime of easier learning. A perpetual honors student, I graduated Summa Cum Laude with my bachelor's in Accounting from Towson University about 8 years ago; in which time, I have built a notable career in financial services taxation, GAAP accounting, financial leadership, and personnel training. In accountancy, my deepest learning was through my professional work. I count education and training among my strongest skills, and in professional opportunities to develop curriculum for other accountants,...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- College Application Essays
- College Accounting
- +80 subjects
Prince: Dallas Fort Worth 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
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- Series 65
- +1 subjects
Victoria: Dallas Fort Worth CFP tutor
...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 have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the...
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 24
- Series 26
- Series 63
- +35 subjects
John: Dallas Fort Worth CFP tutor
...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 from the students I tutor. I have a passion for learning and my goal is to help every student I tutor to cultivate...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- ARM-E - Associate in Management-Enterprise Risk Management
- AAI - Accredited Adviser in Insurance
- CPC - Certified Professional Coder (medical billing)
- +455 subjects
Private CFP Tutoring in Dallas Fort Worth, TX
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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