After college, I joined the financial services industry, eventually getting my SIE, Series 7, Series 66, Certified Financial Planner designation, and insurance licenses. I've passed all of my licensing and certification tests in the financial services field on the first attempt, including the Certified Financial Planner national exam. This was thanks to my mastery of economic concepts and understanding of study strategies and test-taking tactics. In addition to tutoring, I am a comprehensive...
After college, I joined the financial services industry, eventually getting my SIE, Series 7, Series 66, Certified Financial Planner designation, and insurance licenses. I've passed all of my licensing and certification tests in the financial services field on the first attempt, including the Certified Financial Planner national exam. This was thanks to my mastery of economic concepts and understanding of study strategies and test-taking tactics. In addition to tutoring, I am a comprehensive financial planner who owns and operates an independent investment firm.
When you work with me, I will show you the best practices, strategies, and techniques that allowed me to pass the CFP in under six months with a 90% blended score on my only official practice exam. Most candidates spend at least a year on their first attempt, so I know which methods work and which waste precious effort.
You will have an expert, active industry partner in me to encourage, teach, guide, collaborate, and hold you accountable for your goals! Over my academic and professional career, I've had the chance to help peers, colleagues, and students in various subjects, such as the SIE, Series 6/7/63/65/66 licensing, and the Certified Financial Planner designation. I also have expert experience in English literature, writing, finance, and philosophy.
My tutoring philosophy emphasizes understanding the subject's conceptual "big picture" and a simple but powerful "Three-Step" framework. Understanding the concepts provides an excellent foundation for filling in the specific details and supports memory retention over time. My goal is to prioritize authentic learning, enabling my students to pass their tests and, more importantly, grow as professionals.
