Top CFP Tutors serving Lee's Summit
Austin: Lee's Summit CFP tutor
...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 the complex financial world.
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Business
- Finance
- Professional Certifications
Blake: Lee's Summit CFP tutor
...what has helped me in my life and career 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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- SAT Verbal
- +71 subjects
Richard: Lee's Summit 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
- CFA
- Series 63
- Series 66
- +31 subjects
John: Lee's Summit CFP tutor
...empowering students through the process of learning. I believe in instilling students with problem solving skills to enhance their educational endeavors for a lifetime. I believe in utilizing 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...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- AU-S - Associate in Commercial Underwriting-Strategic Techniques
- FRM
- CPFA
- +455 subjects
Jorge: Lee's Summit CFP tutor
...of Arts Degree, I had 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...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 63
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +38 subjects
William: Lee's Summit CFP tutor
...Manhattan College and over two years of tutoring experience, I am passionate about making complex financial concepts accessible to all. My tutoring focuses on subjects such as the SIE, Series 6, Series 7, Series 65, and Series 66 where I emphasize real-world applications and understanding the intricacies of financial planning. My teaching philosophy centers on...
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 66
- Series 7
- Series 65
- +4 subjects
Gordon: Lee's Summit CFP tutor
...that many students have had much exposure to in the past. I chose a career in finance because I find it to be a very important, challenging and rewarding occupation. I have worked in the investment management and financial planning industry for 25 years. I currently work for a Registered Investment Advisory (RIA) firm that...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CPA
- Real Estate License - New York
- CIMA
- +58 subjects
Peter: Lee's Summit CFP tutor
...and an MBA from Long Island University. I hold the CFP(Certified Financial Planner) and a ChFC(Charter Financial Consultant) designations. Since 2014 I have been an adjunct professor at Berkeley College in New York City teaching both onsite and online. I primarily teach the CFP courses but I have also taught undergraduate accounting and finance courses....
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 57
- Series 99
- Series 27
- +18 subjects
Stephen: Lee's Summit CFP tutor
...Rollins College, I bring over two years of tutoring experience in subjects such as macroeconomics and personal finance. My diverse background in banking, real estate, and investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach, tailoring my methods to accommodate different learning...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- CFP
- Series 65
- Insurance License
- Real Estate License
- +21 subjects
Sarah: Lee's Summit CFP tutor
...University's nationally renowned School of Financial Planning during my time there, I formally tutored students taking financial planning courses and began studying for my CFP, which I received in 2021. Teaching and serving others have always been passions of mine, which is what drew me to the field of financial planning in the first place....
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- SIE
- Series 66
- Series 79
- +9 subjects
Michael: Lee's Summit CFP tutor
...to helping the other person to articulate their own feelings/fears/concerns and facilitating their own discovery of method and means to deal with the situation the better off everyone is. For many years I been informally tutoring (probably more than 200 students) on subjects including math, English, History, Philosophy, and the college application process (ACT and SAT...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Essay Editing
- Calculus
- +61 subjects
Nicholas: Lee's Summit 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 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +43 subjects
Scot: Lee's Summit CFP tutor
...received my degree in Marketing in 2010 and 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 10
- Series 6
- Series 22
- +12 subjects
Garth: Lee's Summit CFP tutor
...extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price. I 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...
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 65
- Series 66
- Series 24
- +26 subjects
Joshua: Lee's Summit 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 66
- Series 63
- Insurance License
- +8 subjects
Prince: Lee's Summit CFP tutor
I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- CFP
- ChFC - Chartered Financial Consultant
- Series 65
- FINRA - Financial Industry Regulatory Authority
- +1 subjects
James: Lee's Summit CFP tutor
...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 trombone player -- playing in different orchestras. I...
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
- EMT - Emergency Medical Technicians
- Series 53
- Series 6
- +27 subjects
Victoria: Lee's Summit CFP tutor
...I am a Certified Financial Planner. I also have several industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance,...
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
- Exam IFM - Investment and Financial Markets
- Series 52
- Series 24
- +35 subjects
Donald: Lee's Summit CFP tutor
...lifelong learning and always improving myself and others. I am excited to share my experiences in order to show that education CAN BE fun and that it can open many doors for you in life.... it's just all about perspective! I attended the United States Naval Academy and was a linebacker for the football team...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- Series 7
- +35 subjects
Roman: Lee's Summit CFP tutor
...Virginia Commonwealth University, in my hometown of Richmond, Virginia, I moved and began my career in finance in Charlotte, NC. During my time in the industry, I've taken 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...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- American Council on Exercise (ACE)
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- +60 subjects
Private CFP Tutoring in Lee's Summit, MO
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