Hello! I'm Spencer — a CPA, CFA Charterholder, and former investment banker with over 15 years of experience in finance, accounting, and strategic advisory. I hold a Bachelor’s in Accounting, an MBA in Finance, and certifications including Series 3, 65, 66, and 67. I also hold a Prompt Engineering certification, helping students use AI tools effectively in study and career planning.
I specialize in personalized tutoring for professional certification exams (CPA, CFA, SIE, Series...
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GREAT TEACHER!
I was very impressed by the fact that Spencer took of his time to not only go over the material that I sent him, but to make notes and come up with great questions for me. He is very knowledgeable, friendly and patient. I look forward to our next session!
Anonymous, 4 lessons with Spencer
Knowledgeable and patient tutor
You can tell he genuinely cares. Within only one session, he had a whole game plan to help me achieve my ultimate goal. He provides you with a lesson plan to do on your own. He explains, or should I say dumb things down to your understanding lol. Overall, I would recommend Spencer D
Ernestine, 1 lesson with Spencer
the best
He is the man. He teaches so well and prepares you to be successful. I will definitely use him in the future
Lawrence, 7 lessons with Spencer
the best
He is the man. He teaches so well and prepares you to be successful. I will definitely use him in the future
Lawrence, 7 lessons with Spencer
Amazing Tutor!
Spencer is an amazing tutor and I found my first session to be extremely helpful. I look forward to working with him throughout the semester. Thanks, Spencer, for all your help!
Sean, 3 lessons with Spencer
Great tutor!
I had a great experience with Spencer! He understood how to teach in a way that worked best for me. He broke down the material into simple, easy-to-understand steps, which was incredibly helpful, especially since I have dyslexia. His positive energy and genuine enthusiasm for teaching made learning so much more enjoyable. I highly recommend Spencer to anyone looking for a patient, encouraging, and skilled tutor!
Kendall, 2 lessons with Spencer
National Real Estate Exam
Great first session! Spencer is very prepared and structured. He is tailoring the sessions to my weaknesses. Looking forward to our upcoming sessions.
William, 14 lessons with Spencer
Knowledgeable, Understanding, and Patient AF
Spencer is one of those teachers that makes you feel like you can accomplish anything. Getting your CPA is a tall task, but when working Spencer on difficult tasks, he takes the extra step of going to the root cause of the misunderstanding and explains it step by step without making you feel dumb in the process. He is funny, and communicative so lessons are not boring but engaging. Spencer is the man to go to for CPA help!
Carlos, 4 lessons with Spencer
Great session
I had a great session with Spencer; he gave me a ton of material to work on and resources I can use to help me improve my blogs. I think it will take me about a month to complete all my homework.
Oscar, 1 lesson with Spencer
Excellent data presentation and explanations
We focused on finance. Did an excellent job. I was satisfied and I will recommend him to anyone taking a course in finance.i do intend to continue using Spencer .
Anonymous, 4 lessons with Spencer