Top CFP Tutors serving San Francisco-Bay Area
Garrett: San Francisco-Bay Area CFP tutor
...required to increase your chances of passing this test and many other finance-related exams. My teaching and coaching style is based on patience and ensuring a strong base understanding of the answer, and how to confidently and consistently answer similar questions going forward. My goal will be to find a way to relate the areas you might need more focus on and teach it in a way that will be memorable for future questions. My...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Technology and Coding
- Professional Certifications
- Microsoft Office
- +9 subjects
Mike: San Francisco-Bay Area CFP tutor
Education & Certification
- Milwaukee School of Engineering - Bachelor of Engineering, Electrical Engineering
- Roosevelt University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Insurance License
- NMLS - Nationwide Mortgage Licensing System
- Series 7 - General Securities Representative Exam (Stockbroker)
- +84 subjects
Michael: San Francisco-Bay Area CFP tutor
...Calculus. I have also held Series 7, CFP and Health and Life Insurance Licenses. I have worked both here in the United States and in Europe for large multinational organizations as well as small, start up businesses and everything in between. I have been an employee, an advisor and an owner and the specific roles I have played have varied considerably over time: Banker, Market Research Consultant, Data Analyst, Strategy Consultant, Computer Consultant, Software Developer,...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Study Skills
- Algebra
- +61 subjects
Nicholas: San Francisco-Bay Area 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
- PMP
- Series 7 - General Securities Representative Exam (Stockbroker)
- +43 subjects
Aaron: San Francisco-Bay Area CFP tutor
...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 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...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 7
- Series 24
- Series 53
- +7 subjects
Scot: San Francisco-Bay Area CFP tutor
...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 your CFP marks!
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 6
- Series 65
- Series 24
- +12 subjects
Richard: San Francisco-Bay Area 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
- CFA
- Series 7
- +31 subjects
Gordon: San Francisco-Bay Area CFP tutor
...Analyst (CFA) designation. I have also been a grader of the level III CFA exam many times. I also am a Certified Financial Planner (CFP). I do enjoy tutoring investment management, corporate finance and financial planning. I believe finance is an art form that may not always have one answer. My style is one of calmness and patience with students. I may not always have the answer right away but will get it. I do...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CPA
- CIMA
- CFA
- +58 subjects
Michael: San Francisco-Bay Area CFP tutor
...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 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...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 10
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +12 subjects
Nicholas: San Francisco-Bay Area 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 66
- Series 6
- Insurance License
- +8 subjects
Private CFP Tutoring in San Francisco-Bay Area, CA
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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