After graduating from Long Island University having earned my Bachelor of Arts Degree, I had the opportunity to enter the world of Finance and have enjoyed a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. I have extensive one-on-one online tutoring experience for the SIE, Series 7 and CFP(R) Certification Examinations. I have taken and passed all three, along with the additional certifications listed below.

Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students identify their strengths and weaknesses. During tutoring sessions, I will evaluate study habits and test taking techniques, then make recommendations to improve efficiency and impact. In addition, I will outline a standardized approach for the most challenging topics covered on the exams. By crafting a plan of action for specific topics, the student gains confidence and can address other, equally important aspects of the examination. In helping students construct a disciplined and structured approach to the material, they gain confidence and focus on maximizing their efforts to achieve success.

I see myself as both a teacher and a coach, determined to build proficiency with the material and aid in the mental preparation for the challenge of the exam.

CERTIFIED FINANCIAL PLANNER™, CFP® Designation

FINRA/NASAA Registrations:

Series 7 General Securities Representative
Series 55 Equity Trader
Series 63 Uniform Securities Agent State Law
Series 66 Registered Investment Advisor Representative
Series 31 Futures Managed Funds
SIE Securities Industry Essentials Examination

New York State Life and/or Accident/Health Insurance Agent License