Award-Winning CFP Exam Tutors in Houston, TX

Mercy: Houston CFP tutor

I am a dedicated online tutor committed to helping students excel in Mathematics, Physics, Chemistry, and Programming. With a strong background in these subjects, I tailor my teaching approach to fit each student's unique learning style, ensuring they grasp concepts with clarity and confidence. My experience includes working with students at various levels, guiding them through complex topics, exam preparation, and skill development. I focus on fostering critical thinking, problem-solving abilities, and a genuine appreciation...

Mercy: Houston CFP tutor

As a dedicated and experienced online tutor, I am passionate about helping students unlock their full potential and achieve academic success. With a strong background in subjects like Math, Science, and English, I specialize in breaking down complex concepts into simple, relatable explanations. My tutoring approach is tailored to each student's unique learning style, ensuring they gain both confidence and mastery in their studies. Beyond academics, I strive to create a supportive and engaging learning...

Aaron: Houston CFP tutor

...and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back office roles, compliance, management, personal advising and planning and...

Jorge: Houston CFP tutor

After graduating from Long Island University, earning my 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...

Krista: Houston CFP tutor

I enjoy helping 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...

Michael: Houston CFP tutor

...dimension to this conversation: "the why" of bringing on a coach. For me, the choice of having a coach is all about mastery. It begins and ends with the student's commitment to mastery and the coach's commitment to that mastery. Mastery is about taking ownership of the process, enjoying the journey and giving those responsible for reading or engaging with one's work one's authentic voice. Engage me, and that is what all the work will...

Melinda: Houston CFP tutor

...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, 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, and maintain...

Sarah: Houston CFP tutor

...start with 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 also dedicate time to test-taking techniques, including those specifically for the CFP, that increase odds of student's success....

Mike: Houston CFP tutor

Victoria: Houston CFP tutor

I have 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 passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex...

Alejandro: Houston CFP tutor

I graduated 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 world as a Financial Planning expert working with High Net Worth clients across the nation. Today, I own...

John: Houston CFP tutor

I am a professional tutor who is passionate about empowering students through the process of learning. I believe in instilling students with problem solving skills to enhance their educational endeavors for a lifetime. I believe in utilizing strategies of learning from my backgrounds in Communication Studies, Women's Studies Gender Studies, and Social Work. I believe in the potential for any student to achieve an A in every course and in every assignment. More so than...

Donald: Houston CFP tutor

...and computer systems engineering. Not only was I pushed academically but I was pushed as a leader. You are expected to develop your own leadership style and practice it every day. I held numerous instructor and leadership positions while at the Naval Academy and found my love for teaching. Upon graduation, I was commissioned into the United States Marine Corps my job as a Financial Manager. My passion for finance was sparked once I began...

Garth: Houston CFP tutor

...am a CERTIFIED FINANCIAL PLANNER (CFP) professional. I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price. I am FINRA 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...

Sarah: Houston CFP tutor

With many years of tutoring experience, I am proud to offer a personalized and highly effective learning approach, boasting an impressive pass rate. My teaching style is rooted in clear, everyday language, and I provide a variety of accessible learning portals, eliminating the need for additional expenses on materials. My extensive resource library includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor...

Benjamin: Houston CFP tutor

Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!

Garrett: Houston CFP tutor

I'm a 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 did not pass. I have learned the difficult tasks required to increase your chances of passing this test...

Will: Houston CFP tutor

Building competence in the subjects that matter to you.

Michael: Houston CFP tutor

...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 My Tutoring Services? Customized Help: I assess your strengths and weaknesses to create a personalized study plan that focuses on areas needing improvement, ensuring efficient and effective preparation. Expert Knowledge: With extensive experience and deep understanding of the securities and financial planning industries, I...

Prince: Houston CFP tutor

I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!