I am a CFP® professional and licensed financial professional with extensive experience helping students and young professionals understand personal finance and securities concepts clearly and confidently. My background includes holding all of the core industry licenses, including the SIE, Series 6, Series 7, Series 63, and Series 66, which gives me a comprehensive understanding of both exam material and how financial concepts work in practice.
My tutoring style is focused on education,...
I am a CFP® professional and licensed financial professional with extensive experience helping students and young professionals understand personal finance and securities concepts clearly and confidently. My background includes holding all of the core industry licenses, including the SIE, Series 6, Series 7, Series 63, and Series 66, which gives me a comprehensive understanding of both exam material and how financial concepts work in practice.
My tutoring style is focused on education, clarity, and confidence-building. Finance can feel overwhelming when it is presented with heavy jargon or abstract explanations, so I prioritize simple language, real-life examples, and structured explanations that make complex topics easier to understand. I support students preparing for exams such as the SIE, Series 6, and Series 7, as well as those who want to better understand personal finance topics like budgeting, investing fundamentals, retirement accounts, and insurance concepts.
I primarily work with adult learners, college students, and exam candidates who want a supportive, low-pressure learning environment. Sessions are strictly educational in nature and designed to help students understand the reasoning behind financial topics rather than rely on memorization alone. My goal is for each session to leave students feeling more confident, informed, and prepared to apply what they’ve learned.
