Top CFP Tutors serving Victoria

Christopher: Victoria CFP tutor
...students for securities industry exams, including the SIE, Series 7, Series 66, and CFP certification. My teaching philosophy centers on breaking down complex financial concepts into manageable parts, using visual aids and interactive discussions to engage students. I enjoy creating a supportive learning environment where students can confidently grasp the intricacies of financial planning and...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- CFP
- Insurance License
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects

Peter: Victoria CFP tutor
...but I have also taught undergraduate accounting and finance courses. I like helping students as the memory of struggling through a class is still fresh with me. Tutoring gives me the opportunity to reduce or eliminate that same feeling a student may have. As a college professor my approach has been to "be the professor...
Education & Certification
- Hofstra University - Bachelor in Business Administration, Finance
- Long Island University-C W Post Campus - Masters in Business Administration, Finance
Subject Expertise
- CFP
- ChFC - Chartered Financial Consultant
- Series 52
- Series 27
- +18 subjects

Victoria: Victoria CFP tutor
...subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision...
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
- Series 23
- Series 53
- Series 7 - General Securities Representative Exam (Stockbroker)
- +35 subjects

James : Victoria CFP tutor
...Lafayette, I was able to augment my economics studies with multiple accounting and finance courses. I then went on to pursue an MBA at Rutgers University, where I studied finance, management, marketing and real estate. After Rutgers, I spent a summer at the Asian-Pacific Management at the University of Hawaii, where I studied another interest...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- CIMA
- AFSP - Annual Filing Season Program
- SAEE - The Special Agent Entrance Exam
- +48 subjects

Donald: Victoria CFP tutor
...States Naval Academy and was a linebacker for the football team from 2011-2015. I earned my Bachelors of Science in History. The Naval Academy challenged me in ways 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...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Series 7
- Series 66
- RICP - Retirement Income Certified Professional
- +35 subjects

Richard: Victoria 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
- Series 7
- CFA
- Series 66
- +31 subjects

Sarah: Victoria CFP tutor
...to the field of financial planning in the first place. I have been tutoring for nearly a decade, and for several years I have been exclusively tutoring the CFP. Everyone learns differently, and I love getting to know my students and charting their best course of success with each of them. I've partnered with first-time...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 86
- Series 66
- Series 79
- +9 subjects
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

Isaac: Victoria CFP tutor
...have been educating my clients on their financial situation as a Wealth Advisor. I currently co-manage a book of business of approximately 80 million in assets under management with another Wealth Advisor. I have helped train younger Advisors over the past few years and have a passion for helping people in my field learn and...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 6
- Series 7
- Insurance License
- +9 subjects

Gordon: Victoria CFP tutor
...I currently work for a Registered Investment Advisory (RIA) firm that handles complex client relationships. I have also been an adjunct university finance professor for 9 years that 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...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CIA - Certified Internal Auditor
- Real Estate License - New York
- CPA
- +58 subjects
Private CFP Tutoring in Victoria
Receive personally tailored CFP lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
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Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
You can learn more efficiently and effectively because the teaching style is tailored to you.
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.