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Former CFP®, Personal Finance and Securities Exam Tutor
Sandy H.

5.0 (4 ratings)

12 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
Hourly Rate: $49
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About Sandy

Bio

Earlier in my career, I worked in financial services and training, including helping new representatives at Fidelity Investments prepare for securities licensing exams. During that time, the representatives I helped prepare achieved an 85% first-attempt pass rate, with 95% passing within two attempts. I also previously held the CFP® designation and have experience in financial planning, banking, mortgage lending, credit, and personal finance education.

I believe people learn financial...

Earlier in my career, I worked in financial services and training, including helping new representatives at Fidelity Investments prepare for securities licensing exams. During that time, the representatives I helped prepare achieved an 85% first-attempt pass rate, with 95% passing within two attempts. I also previously held the CFP® designation and have experience in financial planning, banking, mortgage lending, credit, and personal finance education.

I believe people learn financial concepts best when they are explained in practical, real-world terms instead of confusing jargon. Many students and adults feel overwhelmed by topics like budgeting, debt, credit scores, mortgages, compound interest, and major financial decisions simply because nobody ever explained them clearly.

Whether you are preparing for financial industry exams, trying to better understand personal finance, learning mortgage and credit concepts, or simply wanting to feel more confident with money-related topics, my goal is to make difficult concepts easier to understand and help things finally make sense.

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Education

University of Utah
Financial Planning

Policies

  • Hourly Rate: $49
  • Rate details: Scheduling flexibility available depending on circumstances.
  • Lesson cancellation: 24 hours notice required

  • No background check

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Business

Business

My background includes more than 20 years in financial services, sales, client communication, and training, including helping train new representatives at Fidelity Investments. I have also owned and operated my own businesses for more than 15 years, owned multifamily real estate, and worked in mortgage-related businesses and client services. I enjoy helping students understand practical business concepts, communication skills, and real-world decision-making in a way that is clear, conversational, and easier to apply outside of a textbook environment.definitions. I especially enjoy helping students connect concepts to real-life situations and decisions.
Career Development

Career Development

I have experience working in financial services, training, sales, and client communication. I enjoy helping students and professionals improve confidence, communication, interview preparation, and overall career readiness. My teaching style is practical and conversational, with an emphasis on helping people understand how professional skills apply in real-world situations.
Real Estate

Real Estate

My background includes owning multifamily real estate, completing more than 1,300 mortgage loan signings as a notary, and working with mortgage refinance programs including VA IRRRL and FHA streamline loans. I enjoy helping students understand practical real estate and mortgage concepts in a clear, real-world way. My teaching style focuses on simplifying terminology, explaining how the process works, and helping students connect concepts to real-life situations instead of getting buried in jargon.
Series 6

Series 6

I held the Series 6 license for over 15 years and trained new hires preparing for the exam. In that role, my trainees had an 85% first-time pass rate and a 95% pass rate including second attempts. I focus on helping students understand the major tested concepts clearly, especially mutual funds, variable products, suitability, and the types of questions that tend to cause confusion
Series 63

Series 63

I held my Series 63 and 65 for more than 10 years. I used to teach 63 prep at Fidelity as a corporate trainer. Pass rates of my students were over 85%. That was teaching brand new hires out of college. Many had no previous experience.
Series 65

Series 65

I previously held the Series 65 license and have experience in financial services, investment concepts, and client education. I enjoy helping students understand advisory concepts, ethics, suitability, retirement planning, and investment-related material in a way that is practical and approachable. My teaching style focuses on simplifying difficult topics and helping students connect the material to real-world financial situations.
Series 66

Series 66

I previously held the Series 66 license and worked in financial services and representative training. I help students organize and simplify the material, especially in areas such as regulations, advisory concepts, ethics, and suitability. My approach combines practical explanation, test-taking strategy, and real-world context to help students improve confidence and retain the most important concepts for the exam.
Series 7

Series 7

I used to be a trainer for new hires at Fidelity Investments for Series 7, 63, and 6. My first time pass rate was 85%. Including my second time testers, the total jumps to 95% pass rate in first or second attempts. My degree is in Consumer & Community Studies with emphasis in Financial Planning. I also taught investing and trading techniques for over 4 years as my full time occupation. I have had my licenses for over 15 years and I think it is a fabulous industry to be in.
Finance
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Ratings and Reviews

Rating

5.0 (4 ratings)
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Reviews

Sandy is very knowledgeable about the finance industry.

Just better ways to study for the test and to break things down. Help me with better ways to do my interview.

Josh, 1 lesson with Sandy

Knowledgeable and patient tutor

Sandy has guided me through the concepts behind problems presented in the series 7 material and helped me gain confidence in my ability to solve the problems by seeing the problems in discreet steps...without losing sight of the bigger picture!

Lisa, 5 lessons with Sandy
Hourly Rate: $49
Contact Sandy