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Learn Finance, CPA, Bar Exam from Wall St CFA/CPA
Spencer D.

4.9 (222 ratings)

1,023 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
Hourly Rate: $98
Contact Spencer
Response time: 1 hour

About Spencer

Bio

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...

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 3/65/66/67), academic finance and accounting, and Bar Exam support (particularly business associations, contracts, and UCC-based questions). I also advise professionals on career development and early-stage entrepreneurs on financial strategy and market analysis.

I’ve taught as a university lecturer and worked with hundreds of students on platforms like TakeLessons, Varsity Tutors, and Wyzant. My teaching approach is simple: make complex concepts understandable, connect theory to real-world application, and build confidence through active problem-solving and strategic review.

Whether you're aiming to pass a certification, strengthen academic performance, prepare for college or grad school, or plan your next career move, I’m here to guide you with insight, patience, and a results-driven mindset. Let’s work together to unlock your full potential!

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Education

Providence College
Accounting
Johnson and Wales University
MBA

Additional Languages

Portuguese
Spanish

Policies

  • Hourly Rate: $98
  • Rate details: Rates differ based on the subject's complexity. Sessions must be confirmed on session day by student, or session will be cancelled. Cancel 4 hours in advance or full fee applies
  • Lesson cancellation: 4 hours notice required

  • No background check

  • Your first lesson is backed by our Good Fit Guarantee

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Approved Subjects

Accuplacer

Accuplacer

With over a decade of teaching experience, I specialize in preparing students for the Accuplacer exams. My approach combines in-depth knowledge of the subjects tested—reading, writing, and math—with effective test-taking strategies tailored to the unique format of computer-adaptive testing. I focus on identifying and strengthening weak areas, ensuring students not only understand the material but are well-prepared for the kinds of questions they will encounter. My methods have consistently helped students achieve placements that truly reflect their capabilities and set them up for academic success.
Actuarial Science

Actuarial Science

I tutor Actuarial Science with a focus on probability, statistics, financial mathematics, and risk modeling. My background in finance and risk analysis allows me to explain actuarial concepts intuitively, connecting formulas to real-world insurance and financial applications. I help students prepare for actuarial coursework and early exam material by breaking problems into clear, repeatable steps. Students value my structured approach and emphasis on understanding over memorization.
African American Studies

African American Studies

I tutor African American Studies with a strong focus on history, political economy, and social movements, helping students connect course material to real historical forces and present-day realities. My approach emphasizes clear thinking, strong arguments, and evidence-based writing rather than memorization. I’ve worked with middle school, high school, and college students on essays, primary source analysis, and exam preparation. Students appreciate my ability to break down complex ideas while keeping discussions honest, engaging, and intellectually rigorous.
AMC (Competition math)

AMC (Competition math)

I tutor AMC competition math with a focus on problem-solving strategy, logical reasoning, and efficient solution methods. I help students learn how to recognize patterns, eliminate traps, and approach unfamiliar problems calmly and systematically. My sessions emphasize thinking frameworks over memorization, which is especially important for AMC-style questions. I work well with motivated middle and high school students preparing for AMC 8, 10, and introductory AMC 12 material.
Anthropology

Anthropology

I bring over a decade of experience teaching anthropology across its core subfields—cultural, biological, linguistic, and archaeological. I help students understand complex topics like kinship systems, ethnographic methods, evolutionary theory, and cultural relativism through discussion, visuals, and applied examples. My background includes supporting high school, college, and adult learners with both assignments and exam prep. Sessions are interactive, inclusive, and designed to build critical thinking about human diversity and social structures.
AutoCAD

AutoCAD

I'm Spencer, and I have extensive experience with AutoCAD, specializing in design, drafting, and 3D modeling. My background includes applying AutoCAD skills in both professional and academic environments, helping students and professionals enhance their design proficiency. I offer personalized tutoring tailored to each student's level, ensuring they master essential tools and techniques. Whether you're a beginner or advanced user, I can help you improve your AutoCAD skills efficiently.
Bar Exam

Bar Exam

As a Capital Markets Banking Risk Executive with a profound understanding of the legal frameworks governing financial markets, I bring a unique perspective to Bar Exam preparation. My expertise in financial regulatory compliance and legal intricacies, combined with my experience working with Wall Street giants, equips me to offer specialized coaching for those preparing for the Bar, particularly in areas related to financial law. My approach is analytical and tailored, focusing on strategic thinking and application of law in complex financial scenarios, helping candidates excel in their Bar Exam performance.
Business

Business

In the heart of Wall Street, I've honed my expertise across diverse realms, from conducting meticulous business analyses to navigating the intricate terrain of auditing. Through my tenure in esteemed financial institutions, I've delved deep into treasury functions, managing liquidity, investments, and financial risks with precision and foresight. Capital planning became my forte as I strategized resource allocation, optimizing financial structures to drive growth and resilience in dynamic market conditions. With a keen eye for detail and a strategic mindset, I've seamlessly integrated these roles, contributing to the robust financial foundations that underpin the bustling corridors of Wall Street.
C++

C++

I tutor C++ with a focus on core programming concepts, data structures, and algorithmic problem solving. I help students understand pointers, memory management, and object-oriented design without relying on rote syntax memorization. My background in technical problem solving allows me to explain why code works, not just how to write it. I support students working through coursework, projects, and interview-style problems.
Career Development

Career Development

Spearheading the professional growth of Wall Street executives, I've navigated them from foundational roles in financial analysis, instilling a keen eye for detail and data-driven decision-making. Through strategic mentorship, I've propelled aspiring leaders towards roles in treasury functions, honing their abilities to manage liquidity, investments, and financial risks with finesse and foresight. Guiding executives through the intricacies of auditing, I've fostered a culture of compliance and excellence, ensuring they emerge as trusted guardians of financial integrity and regulatory adherence. As their careers advance, I've empowered these executives to ascend to positions of strategic leadership, where they orchestrate capital planning initiatives, driving sustainable growth and resilience in the dynamic landscape of Wall Street.
CCNA (Cisco Engineering)

CCNA (Cisco Engineering)

I tutor CCNA with a focus on core networking concepts, routing and switching, and how networks actually behave in real environments. I help students understand topics like IP addressing, subnetting, VLANs, and basic network security through clear explanations and hands-on examples. My approach emphasizes concept mastery and exam readiness rather than memorizing commands in isolation. I work well with students preparing for the CCNA exam or struggling with networking coursework.
CFA

CFA

With over 7 years of experience in finance and investment analysis, I've successfully passed all three levels of the CFA exam. My comprehensive understanding of the CFA curriculum, coupled with my practical application of financial principles in diverse industries, equips me to offer insightful guidance and support to candidates preparing for the exam. As a seasoned CFA tutor, I employ tailored teaching methods to address each candidate's unique learning needs, ensuring thorough comprehension and exam readiness. I'm committed to fostering a supportive and enriching learning environment to empower candidates to achieve success in their CFA journey.
CLAST

CLAST

With over a decade of teaching experience, I specialize in tutoring students for the CLAST (College-Level Academic Skills Test). My approach is comprehensive, covering all sections of the exam, including mathematics, reading, and writing. I provide personalized instruction tailored to each student's strengths and weaknesses, helping them develop the skills and confidence needed to excel on the CLAST and achieve their academic goals.
COBOL

COBOL

I'm Spencer, a COBOL expert with hands-on experience in both programming and problem-solving within real-world applications. I have a strong background in legacy systems, understanding the intricacies of COBOL and its role in enterprise software development. Whether you're looking to improve your coding skills, work through challenging COBOL concepts, or navigate industry-specific projects, I can provide clear guidance and practical solutions tailored to your needs. Let's work together to help you master COBOL efficiently and effectively.
Computer Engineering

Computer Engineering

I'm Spencer, a certified tutor with extensive experience in Computer Engineering, specializing in AutoCAD and COBOL. I have a strong background in programming and design, and I enjoy helping students grasp complex concepts through practical examples and hands-on learning. Whether you're tackling coding projects or mastering engineering tools, I can guide you step-by-step to improve your understanding and skills. Let’s work together to make challenging subjects more approachable and achievable.
Computer Science

Computer Science

With over a decade of experience in computer science, I have honed my expertise through both academic study and practical application. My journey includes advanced degrees and extensive work in the field, allowing me to grasp complex concepts and stay updated on the latest technologies and trends. As a seasoned educator, I've developed curricula, mentored students, and led workshops, fostering a deep understanding of computer science principles among learners of all levels. Whether it's algorithm design, software development, or system architecture, I bring a wealth of knowledge and a passion for teaching to empower others in the realm of computer science.
CPA

CPA

I tutor CPA candidates with a focus on FAR and REG, including financial accounting, reporting, taxation, and exam strategy. I help students break down complex CPA topics into clear frameworks that match how the exam actually tests concepts. My approach emphasizes understanding, repetition, and time management rather than memorizing rules in isolation. I’ve worked with candidates at different stages of the CPA journey, including retakes and time-compressed study plans.
Criminal Justice

Criminal Justice

over a decade of professional experience, I bring comprehensive expertise to the field. My research and teaching have focused on various aspects of criminal justice, including criminology, law enforcement, corrections, and criminal law. I have published extensively in academic journals, contributed to policy discussions, and collaborated with law enforcement agencies and community organizations to address contemporary issues in the criminal justice system. My passion lies in advancing both theoretical knowledge and practical solutions to promote fairness, equity, and effectiveness in criminal justice practices.
Data Science

Data Science

As a seasoned data scientist, I bring a wealth of experience in machine learning to the table. With a strong background in statistical analysis and programming languages like Python and R, I excel at developing predictive models and extracting insights from complex datasets. My expertise extends to various domains, including but not limited to finance, healthcare, and e-commerce, where I have successfully applied data-driven solutions to solve real-world problems. I am passionate about staying updated with the latest advancements in the field and continuously refining my skills to deliver innovative and impactful results.
Data Structures

Data Structures

I tutor Data Structures with a focus on understanding how and why structures work, not just how to code them. I help students master arrays, linked lists, stacks, queues, trees, and hash tables, along with time and space complexity. My approach emphasizes clean problem decomposition, correct tradeoffs, and exam-ready reasoning. I support students in CS coursework, labs, and interview-style problem solving.
Debate

Debate

I have over 18 years of experience coaching individuals in persuasive speaking, critical thinking, and structured argumentation. I’ve trained students for competitive debate formats as well as professionals preparing for high-stakes presentations and negotiations. My teaching emphasizes clarity, logical structure, and strategic rebuttals tailored to any audience. Whether you're preparing for a tournament or building your confidence in public speaking, I provide practical tools and targeted feedback to help you succeed.
Econometrics

Econometrics

As a Capital Markets Banking Risk Executive with over a decade of experience in the finance industry, I have extensive knowledge in econometrics and its applications in risk assessment and financial modeling. I've worked with top financial institutions like Citigroup and JP Morgan, applying quantitative methods to optimize investment strategies and manage financial risks effectively. My expertise also includes advising on regulatory compliance and economic forecasting, helping firms navigate complex market dynamics. This background allows me to provide invaluable insights and real-world applications in teaching econometrics.
Finance

Finance

1. **Education**: I hold a bachelor's degree, possibly supplemented by advanced degrees such as a Master of Business Administration (MBA) or a Master of Finance (MSF) with a focus on finance, economics, or related fields. My education has provided me with a solid theoretical foundation in finance principles. 2. **Experience**: I have worked in real estate finance on Wall Street, gaining valuable experience in dynamic and fast-paced environments. My roles may have included financial analyst, associate, or manager positions, where I honed my skills in financial analysis, valuation, deal structuring, and risk management within the real estate sector. 3. **Skills**: My finance qualifications encompass proficiency in financial modeling, valuation techniques (such as discounted cash flow analysis, comparable company analysis, and real estate appraisal methods), financial statement analysis, and market research. I possess strong quantitative skills, attention to detail, and the ability to interpret complex financial data and trends. 4. **Certifications**: Depending on my career path and specific role within real estate finance, I may have obtained relevant certifications such as the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Real Estate Financial Modeling (REFM) certification. These certifications demonstrate my dedication to professional development and expertise in the field. 5. **Soft Skills**: In addition to technical expertise, my finance qualifications include strong communication skills, teamwork abilities, and the capacity to thrive in high-pressure environments. I have experience collaborating with cross-functional teams, presenting financial analyses to senior management or clients, and negotiating complex transactions.
Financial Accounting

Financial Accounting

Comprehensive Financial Reporting Knowledge: Demonstrated proficiency in preparing and analyzing financial statements in compliance with Generally Accepted Accounting Principles (GAAP), ensuring accuracy, transparency, and regulatory compliance. Advanced Technical Skills: Mastery of accounting software and financial reporting tools, including proficiency in SAP, Oracle Financials, QuickBooks, and Microsoft Excel, enabling efficient data management, analysis, and reporting. Strategic Financial Analysis: Expertise in conducting thorough financial analysis and interpreting financial data to provide valuable insights and recommendations to stakeholders, enabling informed decision-making and strategic planning. Regulatory Compliance and Audit Expertise: Proven ability to navigate complex regulatory environments and ensure compliance with applicable accounting standards, regulations, and reporting requirements, coupled with extensive experience in leading and coordinating external audits. Risk Management and Internal Controls: In-depth knowledge of risk assessment methodologies and internal control frameworks, with a focus on identifying, mitigating, and monitoring financial risks to safeguard assets and enhance operational efficiency. Leadership and Team Management: Strong leadership skills with a proven track record of effectively leading and mentoring accounting teams, fostering a culture of collaboration, accountability, and continuous improvement. Client Relationship Management: Extensive experience in building and maintaining strong client relationships, serving as a trusted advisor and providing strategic financial guidance to clients across diverse industries and sectors. Continuous Professional Development: Commitment to staying abreast of emerging accounting trends, regulatory changes, and industry best practices through ongoing professional development, including participation in continuing education programs and industry seminars. Ethical Standards and Integrity: Adherence to the hig
IELTS

IELTS

I am an experienced IELTS tutor with a proven track record of helping students achieve their desired scores. With over 5 years of teaching experience, I have developed effective strategies to improve students' proficiency in all sections of the exam, including reading, writing, listening, and speaking. My personalized approach focuses on addressing individual weaknesses and building confidence through targeted practice and feedback. Additionally, I stay updated on the latest exam trends and techniques to ensure my students receive the most relevant and effective guidance.
Logic

Logic

With a deep understanding of logic and a background in teaching, I have honed my expertise in this subject over years of experience. I've successfully navigated through various logical systems, from classical to non-classical logics, and have effectively communicated these complex concepts to students at all levels. Leveraging ChatGPT, I incorporate cutting-edge pedagogy and interactive methods to engage learners, making abstract logical principles more accessible and applicable in real-world contexts. My goal is not just to teach logic but to foster critical thinking skills that empower individuals to solve problems analytically and confidently.
Machine Learning/ AI

Machine Learning/ AI

I tutor Machine Learning and AI with a focus on understanding core models, data preparation, and how algorithms behave in practice. I help students work through regression, classification, clustering, and model evaluation using clear intuition rather than black-box tools. My approach emphasizes reasoning about data, assumptions, and tradeoffs instead of blindly applying libraries. I support students in coursework, projects, and applied problem-solving across Python-based ML workflows.
Marketing

Marketing

As a Senior Marketing Big 3 Consultant specializing in Digital Strategy, I bring over a decade of experience in crafting and executing comprehensive digital marketing plans that drive brand engagement and conversion. My expertise lies in leveraging data analytics to develop targeted campaigns across digital platforms including social media, SEO, and email marketing, ensuring a cohesive and integrated approach to online marketing. I have a proven track record of increasing online visibility and lead generation for a diverse portfolio of clients, ranging from startups to Fortune 500 companies. My strategic insights are backed by a deep understanding of consumer behavior and digital trends, allowing me to deliver innovative solutions that consistently exceed business objectives.
MBA

MBA

I hold an MBA in Finance and bring 18 years of combined experience in corporate finance, investment analysis, and financial strategy. I have worked with multinational corporations and advised clients on capital budgeting, valuation, and financial planning. Over the years, I’ve also mentored students and professionals preparing for finance exams, including the CFA and CPA. My teaching style emphasizes clarity, practical application, and exam readiness.
Medical Coding

Medical Coding

As a seasoned professional with over a decade of experience in medical coding, I have honed my expertise in accurately assigning diagnostic and procedural codes to patient records. My knowledge spans various coding systems, including ICD-10-CM, CPT, and HCPCS, ensuring compliance with industry standards and regulations. I excel in identifying documentation discrepancies, resolving coding-related issues, and optimizing reimbursement for healthcare providers. With a proven track record of proficiency and efficiency, I am adept at navigating complex medical scenarios and delivering precise coding solutions.
Microsoft 365

Microsoft 365

I tutor Microsoft 365 with a focus on using Excel, Word, Outlook, and related tools efficiently in real work and academic settings. I help students and professionals streamline workflows, organize data, and avoid common mistakes that slow productivity. My approach is practical and task-driven, emphasizing clarity and repeatable techniques rather than menus and shortcuts alone. I work well with beginners as well as users looking to become more confident and efficient.
Microsoft Access

Microsoft Access

With over a decade of experience, I am a seasoned Microsoft Access specialist proficient in designing and managing databases for various purposes. My expertise includes creating complex queries, forms, and reports to optimize data management processes. I have a proven track record of developing customized solutions that streamline workflows and enhance efficiency for businesses and organizations.
Microsoft Excel

Microsoft Excel

As a Financial Executive with over 15 years of Microsoft Excel experience, I have honed advanced skills in spreadsheet modeling, data analysis, and financial reporting. Throughout my career, I have leveraged Excel to streamline financial processes, optimize budgeting and forecasting efforts, and generate actionable insights for strategic decision-making. From complex financial models to customized dashboards, I excel in designing and implementing Excel solutions tailored to meet the unique needs of diverse organizations and stakeholders. My proficiency in Excel extends beyond basic functions, encompassing advanced features, macros, and Visual Basic for Applications (VBA) programming, enabling me to deliver efficient and effective solutions that drive financial performance and organizational success.
Microsoft Outlook

Microsoft Outlook

With over a decade of experience, I am a seasoned expert in Microsoft Outlook. My expertise spans across various aspects of Outlook, including email management, calendar functions, task organization, and integration with other Microsoft Office applications. I have trained numerous individuals and teams on maximizing productivity and efficiency through Outlook, providing customized solutions and tips to streamline their workflows. Whether it's setting up complex email rules, managing shared calendars, or optimizing mailbox organization, I have the knowledge and practical insights to help users harness the full potential of Outlook.
Microsoft Project

Microsoft Project

As a Capital Markets Banking Risk Executive with extensive experience across Wall Street firms like Citigroup and Morgan Stanley, I have leveraged Microsoft Project to effectively track and manage large-scale financial projects and budgets. My expertise includes using this tool to ensure alignment with strategic financial objectives, optimizing resource allocation, and maintaining rigorous compliance with financial regulations. This practical application complements my broader consulting experience, where I guide global financial entities in enhancing operational efficiencies and risk management practices.
Microsoft Windows

Microsoft Windows

With over 15 years of hands-on experience in IT, I am a seasoned expert in Microsoft Windows systems. My expertise encompasses a wide range of versions, from Windows XP to the latest Windows 11, along with proficiency in troubleshooting, configuration, and optimization. I have a proven track record of efficiently resolving complex technical issues, optimizing system performance, and implementing secure network environments using Windows platforms. Additionally, my deep understanding of Windows architecture and functionality enables me to provide comprehensive training and support tailored to diverse user needs.
Project Management

Project Management

With a robust 14-year tenure in project management, I've navigated the intricacies of the financial sector with finesse, driving success through strategic planning and execution. Throughout my career, I've honed my skills in utilizing Agile methodologies to adapt to the ever-evolving landscape, ensuring projects are delivered efficiently and effectively. A cornerstone of my expertise lies in leveraging advanced tools such as Jira and similar platforms, seamlessly integrating them into project workflows to enhance collaboration and streamline processes. By melding deep financial acumen with proficiency in AI-driven solutions, I've consistently optimized project outcomes, cementing my reputation as a forward-thinking leader ready to tackle the challenges of today and tomorrow.
Public Speaking

Public Speaking

With over a decade of dedicated expertise in public speaking and award-winning accolades to my name, I have honed my craft to captivate audiences and deliver impactful messages that resonate across diverse settings. Throughout my extensive tenure in conducting seminars and teaching at the university level, I've cultivated a profound understanding of effective communication strategies, empowering both students and professionals alike. Leveraging AI tools in my presentations, I seamlessly blend academic rigor with real-world insights, ensuring each session leaves a lasting impression and fosters meaningful connections. My commitment to continuous evolution and adaptation ensures that every audience engagement is not only memorable but also transformative, enriching the learning experience for all involved.
QuickBooks

QuickBooks

With over 5 years of hands-on experience, I've mastered QuickBooks software extensively. My expertise lies in providing comprehensive training and support to individuals and businesses seeking to optimize their financial management processes using QuickBooks. I have successfully guided numerous clients through setup, customization, and troubleshooting tasks, ensuring they harness the full potential of the software. Whether it's navigating complex transactions, generating accurate financial reports, or maximizing efficiency, I am committed to delivering tailored solutions that empower my clients to achieve their financial goals with confidence.
Series 3

Series 3

I have extensive experience and expertise in the Series 3 exam, having successfully passed it myself and guided numerous students through preparation. With over five years of tutoring experience specifically tailored to Series 3 candidates, I possess an in-depth understanding of the exam's content, format, and strategies for success. My approach involves personalized instruction to address individual learning styles and focus areas, ensuring comprehensive comprehension of key concepts such as futures and options trading, hedging strategies, and regulatory requirements. I am committed to helping aspiring traders and professionals navigate the complexities of the Series 3 exam with confidence and achieve their licensure goals.
Series 6

Series 6

As a Series 6 licensed instructor, I specialize in preparing students for the FINRA Series 6 exam, leveraging a deep understanding of the regulatory and product-specific knowledge required for success. My approach combines targeted practice exams, personalized tutoring, and strategic study aids to ensure comprehensive coverage of the exam’s content areas, including mutual funds, securities, and variable annuities. Over the years, I have helped a wide range of candidates, from novices to experienced financial professionals, achieve high pass rates through methodologies refined by real-world feedback and results. My commitment to excellence in financial education is demonstrated by my continuous update of teaching materials to align with the latest FINRA guidelines and industry standards.
Series 63

Series 63

I have extensive experience as a tutor specializing in the Series 63 exam, having successfully guided numerous students through their preparation with a focus on key regulatory concepts and ethical practices within the securities industry. My approach combines in-depth reviews of the test material with tailored practice scenarios that mirror the exam's structure, enhancing both understanding and recall under pressure. Over the years, I have refined my teaching strategies to accommodate various learning styles, ensuring that all students are well-prepared to pass the exam confidently. My detailed knowledge of the exam's requirements and pitfalls ensures a comprehensive and effective learning experience.
Series 65

Series 65

With years of dedicated experience preparing students for the Series 65 exam, I have developed a deep understanding of the nuances and complexities associated with this critical qualification. My approach combines tailored tutoring sessions, comprehensive practice exams, and detailed explanations of investment principles and regulations, ensuring that each student grasps the material fully. I specialize in breaking down challenging concepts into manageable and understandable components, aiding students in overcoming common hurdles and achieving high pass rates. My expertise not only helps students pass the exam but also equips them with a solid foundation in investment advisory knowledge, paving the way for successful careers in finance.
Series 66

Series 66

As an expert in Series 66 exam preparation, I possess a robust understanding of the nuances and requirements necessary to excel in this challenging assessment. Over the years, I have developed and refined a comprehensive tutoring methodology that not only covers the exam's broad content areas—such as investment analysis, portfolio management, and ethics—but also emphasizes test-taking strategies to maximize efficiency and accuracy. My approach has helped numerous students, from first-year associates to seasoned professionals, achieve high passing rates and gain a deeper understanding of regulatory standards and financial practices. My commitment to tailored session planning ensures that each student's unique needs and learning styles are addressed, fostering confidence and mastery of the material.
SIE Exam (Securities)

SIE Exam (Securities)

With over a decade of experience in financial services and exam prep, I help students master the core concepts needed to pass the SIE, including types of securities, market structure, regulatory frameworks, and customer account basics. I break down complex material into understandable lessons and use real-world examples to reinforce key topics. My tutoring includes personalized practice questions, exam strategy tips, and pacing techniques. I’ve helped dozens of candidates from various backgrounds pass the SIE and take the first step toward a FINRA license.
STAAR

STAAR

I am a seasoned expert in preparing students for the STAAR exam, with a focused approach on delivering high-quality tutoring and comprehensive test preparation strategies. Over the years, I have developed tailored tutoring programs that enhance understanding and retention of key concepts across various subjects tested in the STAAR exams. My methods are backed by proven success rates, significantly improving students' scores by focusing on their individual learning styles and addressing specific areas of need. Additionally, I continually update my teaching techniques and materials to align with the latest exam formats and educational standards, ensuring that students are well-prepared and confident on test day.
TAKS

TAKS

With years of dedicated experience in preparing students for the STAAR exam, I have developed a deep understanding of the test's format and the key strategies for success. My expertise includes creating customized study plans that cater to the individual learning styles and needs of students, ensuring they grasp the essential concepts and skills required to excel. I have a track record of significantly improving test scores through targeted practice sessions and comprehensive review materials. My approach not only boosts students' confidence but also their test-taking abilities, helping them achieve their highest potential.
Tax Accounting

Tax Accounting

As a Certified Public Accountant with specialized expertise in tax accounting and SIE exam preparation, I have a robust background in navigating the complex landscape of tax regulations and financial compliance. Over the years, I have successfully guided numerous students and first-year associates through the intricacies of the SIE exam, developing tailored strategies that enhance understanding and retention of financial principles. My approach combines practical problem-solving with in-depth analysis of tax scenarios to build a strong foundation in financial literacy and regulatory knowledge. This experience has equipped me to deliver high-impact tutoring and mentoring, empowering candidates to achieve professional certification and excel in their financial careers.
ACT Reading
ACT Science
Algebra 1
Algebra 2
American History
Art History
ASVAB
Chemistry
Computer Programming
Ecology
ESL/ESOL
European History
GED
General Computer
Geography
GMAT
Government & Politics
Grammar
GRE
Law
Literature
LSAT
Microsoft PowerPoint
Microsoft Word
Philosophy
Physics
Political Science
Portuguese
Prealgebra
Probability
Proofreading
PSAT
R
Reading
SAT Reading
Social Studies
Spanish
SQL
SSAT
Statistics
Study Skills
TOEFL
Vocabulary
World History
Writing
Spencer D.'s Photo

Questions? Contact Spencer before you book.

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Contact Spencer
Response time: 1 hour

Ratings and Reviews

Rating

4.9 (222 ratings)
5 star
(208)
4 star
(9)
3 star
(2)
2 star
(2)
1 star
(1)

Reviews

Best tutor on the platform

We went over equations I was not understand and broke it down step by step. Spencer has a gift for taking any concept in finance and using an every day parallel that you can use to understand.

Zach, 10 lessons with Spencer

Knowledgeable in Subject

Spencer is teaching me taxation. He is very grounded in the subject matter and explains concepts clearly with relevant practical examples that make understanding them even easier. He is very engaging and the discussions we have are very enligtening.

Richard Ojwiya, 2 lessons with Spencer

Knowledgeable, calm, and incredibly effective

Spencer was exactly what I needed. He’s extremely knowledgeable, patient, and very good at breaking down complex topics in a clear, practical way. What stood out most was how calm and focused he kept the session — even when I was overwhelmed or stuck in my own head. He didn’t just give answers; he made sure I actually understood the material and why things work the way they do. He adjusted the pace to match where I was, explained concepts multiple ways when needed, and helped me connect the dots instead of memorizing. I left the session feeling more confident and far more prepared than when I started. If you’re looking for a tutor who knows the material cold and can explain it in a way that actually sticks, Spencer is absolutely the right choice.

Carter, 3 lessons with Spencer

Great tutor

Spencer has been super helpful to my son in Auditing. We are so grateful for his wonderful tutoring! He is always well prepared and really takes the time to understand what is being covered in class and to prepare sample questions.

Mary, 16 lessons with Spencer

Great titor

Spencer has been super helpful to my son in Auditing. We are so grateful for his wonderful tutoring! He is always well prepared and really takes the time to understand what is being covered in class and to prepare sample questions.

Mary, 16 lessons with Spencer

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
Hourly Rate: $98
Response time: 1 hour
Contact Spencer