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I have the following qualifications. Certifications achieved: Tutor, Trainer, Presenter, Sales Coach. Licenses passed: Series SIE, 6, 63, 65, 7, 8, Life and Health Insurance. Designations earned: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL), and recently became an Accredited Asset Management Specialist (AAMS). I have over 15 years of experience as a Wealth Management Professor, Financial Services Trainer, Investment Professional Coach, Financial Consultant and Registered Investment Advisor. Series 65 / 66 go to person. Passed the exam on first attempt. Then became a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC), the knowledge learned from these designations exceeds the requirements for the exam. My passion for teaching is revealed by sharing real world stories, test taking tips, and various ways to help you retain the material. Students have told me my tutoring style is energetic, fun, and engaging. Track record of success helping new and experienced professionals pass their exams and earn their professional designations. I am excited about the opportunity to help you pass your exam. Let's start today.

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Kathleen’s Qualifications

Education & Certification

Undergraduate Degree: The University of Texas at Arlington - Bachelor in Business Administration, Finance


Water sports, cooking, cycling, and traveling in the good old days!

Tutoring Subjects


ChFC - Chartered Financial Consultant

Insurance License

Professional Certifications

RICP - Retirement Income Certified Professional

Series 6

Series 63

Series 65

Series 66

Series 7

Series 7 - General Securities Representative Exam (Stockbroker)

WMCP - Wealth Management Certified Professional

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