Top CFP Tutors serving Bath
Blake: Bath CFP tutor
...the most: someone coming alongside me and helping me 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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- GED Science
- +71 subjects
Alejandro: Bath CFP tutor
...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....
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Will: Bath 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
James: Bath CFP tutor
...I have taught personal finance at 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...
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
- Series 6
- CPA
- Series 53
- +27 subjects
Krista: Bath CFP tutor
...University). I currently licensed with the state of 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...
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 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- +18 subjects
Donald: Bath CFP tutor
...I did not know were possible. I was tested every single day mentally, morally, and physically. The Naval Academy is an Engineering school and all students are required to take dozens of credits of technical STEM courses to include thermodynamics, electrical engineering, cyber security, physics, chemistry, calculus, and computer systems engineering. Not only was I...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- RICP - Retirement Income Certified Professional
- Series 7
- Series 66
- +35 subjects
Joshua: Bath CFP tutor
...want my students to have fun while learning, and know why they are learning certain topics. I can use my 15 years of industry experience to share how learning topics would be applied during real life situations. I want my student to not only pass their exam, but also have confidence in their future careers.
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 6
- Insurance License
- Series 66
- +8 subjects
Aaron: Bath CFP tutor
...efforts to do business the 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...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 4
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- +7 subjects
Jacarri: Bath CFP tutor
...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...
Education & Certification
- Our Lady of the Lake University-San Antonio - Masters in Business Administration, Business, General
Subject Expertise
- CFP
- Professional Certifications
Raman: Bath CFP tutor
...vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related to the finance and financial services industry. Reading material and memorizing it is one thing, understanding how to...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- ChFC - Chartered Financial Consultant
- Series 7
- +25 subjects
Roman: Bath CFP tutor
...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...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- SIE
- Series 66
- American Council on Exercise (ACE)
- +60 subjects
Jorge: Bath CFP tutor
...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...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 55
- SIE
- Series 7
- +38 subjects
James : Bath CFP tutor
...studied another interest of mine, international business. I later earned second post-graduate certificate in international business at Georgetown University. My first position after graduate school was as a commercial real estate broker with a firm now known as CBRE. After 14 years at CBRE, my finances were starting to get fairly complicated, so I decided...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- SAEE - The Special Agent Entrance Exam
- AFSP - Annual Filing Season Program
- SEE - Special Enrollment Exam
- +48 subjects
Michael: Bath CFP tutor
...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...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- English
- High School Level American History
- +61 subjects
Garth: Bath CFP tutor
...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...
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 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- Series 24
- +26 subjects
Michael: Bath CFP tutor
...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...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 6
- Series 65
- Series 79
- +12 subjects
Gordon: Bath CFP tutor
...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...
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
Austin: Bath CFP tutor
...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...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Professional Certifications
- Business
- Finance
Scot: Bath CFP tutor
...became a licensed financial advisor in June of 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 79
- Series 10
- Series 6
- +12 subjects
John: Bath CFP tutor
...help students fall in love with the process of learning. Feedback from successful students has allowed me to recognize how effective the approaches toward tutoring mine have been for all learning types in various academic subjects. While my tutoring students gain much from their experiences from me, I equally gain so much insight and knowledge...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- Exam FM - Financial Mathematics
- CMA - Certified Management Accountant
- ACSM - American College of Sports Medicine
- +455 subjects
Private CFP Tutoring in Bath
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