Featured Review:
S7 Tutoring
Adrian, 3 lessons with GarthI can't thank Garth enough, as my job depended on passing the S7. I did not pass the S7 on my first attempt, but was able to succeed the second time, with the help of Garth. Specifically, he helped me to understand Options/Options Math, Long/Short Accounts and Margins Math, and Balance/Income Sheet math. I do not think I would have passed without his tutoring. I had been provided help through work, but still did not understand the concepts. Garth was extremely knowledgeable, and able to...
I am a CERTIFIED FINANCIAL PLANNER (CFP) professional. I have extensive experience working in the financial services industry. Currently, I manage a team of CFP professionals at Vanguard who provide financial planning to retail and institutional clients. Previously, I managed several sales team at T. Rowe Price. Also, I am the founder and lead tutor at Stefan Solutions, a comprehensive tutoring firm. Check us out at StefanSolution.com
I will help you master the most challenging content and...
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Garth has provided examples of their subject expertise by answering 1 question submitted by students on Wyzant’s Ask an Expert.
S7 Tutoring
I can't thank Garth enough, as my job depended on passing the S7. I did not pass the S7 on my first attempt, but was able to succeed the second time, with the help of Garth. Specifically, he helped me to understand Options/Options Math, Long/Short Accounts and Margins Math, and Balance/Income Sheet math. I do not think I would have passed without his tutoring. I had been provided help through work, but still did not understand the concepts. Garth was extremely knowledgeable, and able to break the information down in a way that I was able to comprehend, and understand it. He also provided tips and tricks to remembering certain formulas. I am beyond grateful! -Adrian
Adrian, 3 lessons with GarthTutor responded:Thank you for the feedback Adrian! Congratulations on passing the Series 7 exam. It was a pleasure working with you. I'm so excited to hear that you found our time together to be so beneficial!
Knowledgeable and attentive
Garth helped me with the Series 66 material after I found myself struggling with rules and regulations specifically. Garth is very attentive and truly cares about his students. He teaches in a way where he makes the material easier to understand. I passed the 66 today and can’t recommend him enough!
Demetri, 6 lessons with Garth
SIE Tutor - Garth
Garth took the subjects I was having trouble with and broke them down into more manageable parts. His style suits visual learners well, and he spends extra time explaining concepts until they click. I’d recommend him to anyone preparing for a FINRA exam.
Scott, 13 lessons with Garth
Great teacher!
Garth helped me pass my series 66. He was available to meet frequently, was very flexible, and extremely knowledgeable on the test. Wouldn't have passed if it wasn't for his help. Would recommend!
Grayson, 8 lessons with Garth
Patient & Knowledgable Tutor!
Garth has been extraordinary with breaking topics down and getting me to fully understand topics that have troubled me! He makes sure that the material he is providing is both relevant and digestible!
Hunter, 6 lessons with Garth
Garth was awesome!!!
Garth is extremely knowledgeable and is able to explain things in ways that I could understand. He broke down the concepts and was extremely patient!!! I would highly recommend!!
Amy, 3 lessons with Garth
Awesome Lesson
We discussed clearing and introducing firms as well as annuities and suitability. He has helped me in those areas and I am able to see improvements. I look forward to meeting with him again soon.
Matt, 44 lessons with Garth
The BEST for Series 7!
Garth is an incredible tutor for the Series 7. He is patient, very good at explaining, and helped build up my confidence to pass the exam on the first try! Garth really helped break down complex topics (options, margin, etc.) into easy to understand and remember ways. I would definitely recommend hiring Garth for anyone taking the Series 7. I could not have passed without his help.
Rachel, 10 lessons with Garth
Passed My Series 7 Thanks to him!
I met with Garth a couple of times, and thanks to him I was able to focus on items that I was struggling with while studying for the S7! Thank you Garth for giving me the tools to succeed!
Jacob, 5 lessons with Garth
investment recommendations
Garth is great as always- very patient, great at breaking down a lot of information into simple & memorable concepts.
Kelly, 12 lessons with Garth
