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With more than 37 years experience in the financial services industry, I have passionately seen my primary role as an educator. This is equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic instruction and money management skills individually and within my community.

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Aleta’s Qualifications

Education & Certification

Undergraduate Degree: University of Miami - Bachelor in Arts, Public Relations

Graduate Degree: Hampton University - Masters in Business Administration, Finance


World travel, jazz concerts and festivals, yoga, reading, walking and thriller movies.

Tutoring Subjects



Insurance License

Professional Certifications

Series 6

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