Top CFP Tutors serving New Jersey
Blake: New Jersey CFP tutor
...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, and ACT prep.
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- AP U.S. Government & Politics
- +71 subjects
Garth: New Jersey CFP tutor
...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 students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola University with my MBA and am a member of the International Business Beta Gamma...
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 66
- Series 24
- Series 6
- +26 subjects
Roman: New Jersey CFP tutor
...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 I truly enjoy whenever I'm able to help someone pass their exams! My goal as your tutor is simple: To help you pass the exam on the first attempt. I take care to assess your starting position and...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Series 7
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +60 subjects
Austin: New Jersey CFP tutor
...name is Austin. I have grown a passion for the ever evolving & complex financial world & enjoy breaking it down with students so that everyone can understand. I obtained my CFP (Certified Financial Planner) back in 2021 & have been a Financial Advisor since I graduated college back in 2019. Our practice specializes in financial planning & focusing on the 13 wealth management issues, so please allow me to help assist you in understanding...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Finance
- Professional Certifications
- Business
Victoria: New Jersey CFP tutor
...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 student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing it to be absolutely necessary for an improved quality of life, and...
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
- SIE
- Series 52
- Series 51
- +35 subjects
Gordon: New Jersey CFP tutor
...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 my bachelor's degree in business administration with a concentration in psychology from the University of Kansas in Lawrence. I do hold the Chartered Financial Analyst (CFA) designation. I have also been a grader of the level III CFA...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CIMA
- CIA - Certified Internal Auditor
- CPA
- +58 subjects
Jorge: New Jersey CFP tutor
...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 to approach the material in a disciplined and structured manner. By doing so, they...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 7
- Series 6
- Series 31
- +38 subjects
Michael: New Jersey CFP tutor
...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 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...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 9
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +12 subjects
Benjamin: New Jersey CFP tutor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 79
- +24 subjects
Michael: New Jersey CFP tutor
...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 my SATs (back when the top score was 1600) and I took a some AP exams and received college credit for a few subjects including Calculus. I have also held Series 7, CFP and Health and Life Insurance...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- High School English
- American Literature
- +61 subjects
Private CFP Tutoring in New Jersey
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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