Top CFP Tutors serving Baytown
Mercy: Baytown CFP tutor
...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 for learning. By creating a supportive and interactive environment, I empower students to reach their full potential and...
Education & Certification
- Illinois State University - Bachelor of Science, Computer Science
- State Certified Teacher
Subject Expertise
- CFP
- NASAA - North American Securities Administration Association
- NREMT - National Registry of Emergency Medical Technicians
- BONENT - Board of Nephrology Examiners, Nursing & Technology
- +1407 subjects
Garrett: Baytown CFP tutor
...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 and many other finance-related exams. My teaching and coaching style is based on patience and ensuring a...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Financial Accounting
- Finance
- Economics
- +9 subjects
Jacarri: Baytown CFP tutor
...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
Garth: Baytown CFP tutor
...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...
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 7
- Series 24
- +26 subjects
Donald: Baytown CFP tutor
...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 my work as a financial manager. I applied for grad school and began my MBA with a...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Series 66
- Series 65
- RICP - Retirement Income Certified Professional
- +35 subjects
Roman: Baytown CFP tutor
...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...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- Insurance License
- +60 subjects
Christopher: Baytown CFP tutor
...and previous experience in accounting and higher education, I specialize in preparing adult learners and college students for securities industry exams, including the SIE, Series 7, Series 66, and CFP certification. My teaching philosophy centers on breaking down complex financial concepts into manageable parts, using visual aids and interactive discussions to engage students. I enjoy...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- CFP
- Insurance License
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
Blake: Baytown CFP tutor
...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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- SAT Writing and Language
- +71 subjects
Alejandro: Baytown CFP tutor
...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 a Fee-Only Advisory Firm in Texas. I have over a decade of experience in Finance, Banking, Lending,...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Scot: Baytown CFP tutor
...& 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 82
- Series 57
- Series 6
- +12 subjects
Sarah: Baytown CFP tutor
...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. I would love to take some time to meet you and learn more about where you are...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 6
- Series 63
- Series 7
- +9 subjects
Michael: Baytown CFP tutor
...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 provide insights and tips that go beyond standard study materials. Proven Strategies: Learn the most effective...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 79
- Series 65
- Series 10
- +12 subjects
John: Baytown CFP tutor
...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 a grade, my goal is to help students fall in love with the process of learning. Feedback...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- SEE - Special Enrollment Exam
- Exam SRM - Statistics for Risk Modeling
- AU-S - Associate in Commercial Underwriting-Strategic Techniques
- +455 subjects
Aaron: Baytown CFP tutor
...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 retirement consulting. When I'm not focusing on my craft I enjoy spending time with my family and...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 65
- Series 53
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects
Benjamin: Baytown 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 63
- Series 7
- Series 52
- +24 subjects
Krista: Baytown CFP tutor
...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...
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
- SIE
- Series 7
- Series 65
- +18 subjects
Will: Baytown CFP tutor
Building competence in the subjects that matter to you.
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 66
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
Sarah: Baytown CFP tutor
...challenges such as learning disabilities, test anxiety, and other mental blocks. My flexibility and deep understanding of exam content stem from years of close collaboration with students across various categories. I am dedicated to being available for my students, offering the flexibility to learn at their own pace, whether that means intensive preparation in a...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- CFP
- SIE
- Series 63
- Series 6
- +36 subjects
Eric: Baytown CFP tutor
I am a passionate financial planner that enjoys getting to help others learn financial planning and personal finance.
Education & Certification
- College of William and Mary - Bachelor in Arts, Economics
- University of North Carolina at Chapel Hill - Masters in Business Administration, Investments and Securities
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 86
- Series 10
- +10 subjects
Gordon: Baytown CFP tutor
...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 exam many times. I also am a Certified Financial Planner (CFP)....
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
- CPA
- +58 subjects
Private CFP Tutoring in Baytown, TX
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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