Top CFP Tutors serving Long Island
Jorge: Long Island CFP tutor
...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 efforts to achieve success.
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 65
- +38 subjects
Mary: Long Island CFP tutor
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
- CAE - Certified Association Executive Exam
- AEA - American Electrology Association
- AAMA - American Association of Medical Assistants
- +1359 subjects
Michael: Long Island CFP tutor
...and "classes" made available to parents and have continued to study how dyslexics process information and learn. I also work regularly with my son (he is a sophomore at university). I graduated from Wesleyan University, College of Social Studies with a BA in 1982. The College of Social Studies is a rigorous, multidisciplinary major focusing on History, Government, Political and Social Theory, and Economics. If memory serves I scored in the range of 1300-1400 on...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- English
- Technology and Coding
- +61 subjects
Peter: Long Island CFP tutor
...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 also taught undergraduate accounting and finance courses. I like helping students as the memory of struggling through a class is still fresh with me. Tutoring gives me the opportunity to reduce or eliminate that same feeling a student may have. As a college professor...
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 79
- Series 86
- Series 53
- +18 subjects
Blake: Long Island CFP tutor
...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, economics, Algebra 1 and 2, Geometry,...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- Professional Certifications
- +71 subjects
Krista: Long Island CFP tutor
...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 the various exams. I have various study tips and tricks that I have found helpful and previous students that I have tutored...
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 7
- Series 66
- Series 6
- +18 subjects
Will: Long Island 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 66
- Series 7
- +4 subjects
Donald: Long Island CFP tutor
...order to show that education CAN 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 possible. I was tested every single day mentally, morally, and physically. The Naval Academy...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- SIE
- RICP - Retirement Income Certified Professional
- ChFC - Chartered Financial Consultant
- +35 subjects
Jacarri: Long Island 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
Scot: Long Island CFP tutor
...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 your next FINRA license or...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 79
- Series 22
- Series 63
- +12 subjects
Garth: Long Island CFP tutor
...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 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...
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 - General Securities Representative Exam (Stockbroker)
- Series 6
- +26 subjects
Nicholas: Long Island 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 63
- Series 6
- +43 subjects
Prince: Long Island 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
- FINRA - Financial Industry Regulatory Authority
- Series 65
- ChFC - Chartered Financial Consultant
- +1 subjects
Michael: Long Island CFP tutor
...the first try, I know 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 concepts and make exam content stick. By turning challenging material into engaging lessons, I...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 63
- SIE
- Series 66
- +12 subjects
Roman: Long Island CFP tutor
...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 - 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 needed to pass these exams. Finance is a great field to work in, so...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Series 66
- American Council on Exercise (ACE)
- Series 7
- +60 subjects
Victoria: Long Island CFP tutor
...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 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...
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 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +35 subjects
Gordon: Long Island CFP tutor
...finance because I find it to 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 classes. I received my MBA from Rockhurst University in Kansas City, MO. I received...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Real Estate License - New York
- CIA - Certified Internal Auditor
- CIMA
- +58 subjects
Aaron: Long Island CFP tutor
...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. My expertise started long ago when I received my Bachelor's in Finance...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 66
- +7 subjects
Alejandro: Long Island 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...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Raman: Long Island CFP tutor
...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 goes beyond that. At Varsity Tutors, my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Series 66
- Insurance License
- Exam IFM - Investment and Financial Markets
- +25 subjects
Private CFP Tutoring in Long Island, NY
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