Top CFP Tutors serving Phoenix
Nicholas: Phoenix 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 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- Series 66
- +8 subjects
Garth: Phoenix CFP tutor
...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 background prepares me...
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 24
- Series 6
- Series 66
- +26 subjects
Nicholas: Phoenix 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- PMP
- +43 subjects
Roman: Phoenix CFP tutor
...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 help you map out a study and exam prep plan to...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 66
- +60 subjects
James: Phoenix CFP tutor
...a university and enjoy guiding people through financial planning discussions -- including investment planning, insurance planning, retirement planning, estate planning and tax planning. In addition, I spent 25 years as an EMT and paramedic and have taught many medical classes at high schools and community colleges. I have been a CPR and advanced first aid instructor since 1991. I have been a Wilderness Advanced First Aid instructor since 2010. I have also been a professional...
Education & Certification
- Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
- Liberty University - Master of Arts, Theology
- The American College - Master of Science, Financial Planning
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
Subject Expertise
- CFP
- FINRA - Financial Industry Regulatory Authority
- Series 6
- WMCP - Wealth Management Certified Professional
- +27 subjects
Peter: Phoenix CFP tutor
...reduce or eliminate that same feeling a student may have. As a college professor my approach has been to "be the professor I wish I had." More specifically, a professor who not only knows the material but is able to present it in a memorable way. In my spare time I am enjoy taking drum lessons (I am student too and tend to have a "hungry brain") and practicing Brazilian Jiu Jitsu.
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 87
- Series 10
- Series 86
- +18 subjects
Jacarri: Phoenix 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
Christopher: Phoenix CFP tutor
...breaking down complex financial concepts into manageable parts, using visual aids and interactive discussions to engage students. I enjoy creating a supportive learning environment where students can confidently grasp the intricacies of financial planning and investing. My professional background in financial advising and previous experience in higher education have equipped me with the skills to foster understanding and success in my students. I am dedicated to helping individuals navigate the financial landscape and achieve their...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- CFP
- SIE
- Series 66
- Series 65
- +4 subjects
Aaron: Phoenix CFP tutor
...right way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24 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...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 24
- Series 66
- Series 65
- +7 subjects
Benjamin: Phoenix 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
- CPA
- SIE
- Series 7
- +24 subjects
Private CFP Tutoring in Phoenix, AZ
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.
Your Personalized Tutoring Program and Instructor
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
You can learn more efficiently and effectively because the teaching style is tailored to you.
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.