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William: Arlington Heights tutor

Certified Tutor

As a finance professional with a Bachelor's degree from 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 breaking down problems and guiding students through the thought process, ensuring they grasp not just the "how," but also the "why" behind financial principles. Inspired by my mother's teaching career and my own experiences helping my brother with dyslexia, I strive to create a supportive environment where students feel comfortable asking questions. My goal is to empower them to apply their knowledge in practical ways, ultimately setting them up for success in their financial journeys.

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William’s Qualifications
Education & Certification

Undergraduate Degree: Manhattan College - Bachelor of Science, Finance

Hobbies

Music, sports, movies, family, friends, golf

Tutoring Subjects
CFP
Insurance License
Professional Certifications