1^st lesson free

Isaac

Rate $83
Response 1h

$83/h

1^st lesson free

Economics
Finance
Taxation
Negotiation

Experienced and Passionate Tutor in General Finance, Series Exams, and CFP exam.

Economics
Finance
Taxation
Negotiation

Lesson location

- online

About Isaac

For the last 10 years I have been educating my clients on their financial situation as a Wealth Advisor. I currently manage a book of business of approximately 70 million with another Wealth Advisor. I have helped train younger Advisors over the past few years and have a passion for helping people in my field learn and grow. For the past year I've been tutoring college students on complex financial concepts. My tutoring experience has been one on one with each student and I believe that individualized attention helps accelerate the learning process. Throughout my career I have helped younger advisors on my team study for their series exams (SIE, series 6, 7, 63, 65, and 66). I graduated from Missouri State University with a degree in Finance with an emphasis in Financial Planning. I have my CFP, and have passed the Series 6, Series 7, Series 63, Series 65, and Series 66 exams. I also have my life and health insurance license and have passed the CFA level one exam.

About the lesson

Hello! My name is Isaac and I am a highly experienced Wealth Advisor. I have been formally tutoring students for 2 years now. I have tutored students at various colleges including the University of Idaho, Devry University, Southern University of New Hampshire, and more. I've also tutored high school students in personal finance.

My favorite part about tutoring is helping someone in my same industry or on the same career path understand a concept that previously was difficult to grasp. I have been educating my clients for years on the following topics - retirement, tax, insurance, estate, and investment planning. I am patient and understand that people have different ways of understanding things. I can adapt my language to help you understand and have had ample experience over the years helping all types of people comprehend numerous financial concepts. I will make sure that after every session your depth of understanding is greater and you're one step closer to passing that exam or completing your assignment.

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Pack rates

5 h: $350
10 h: $631

online

$83/h

free lessons

This first lesson offered with Isaac will allow you to get to know each other and clearly specify your needs for your next lessons.

30min

Experienced and Passionate Tutor in General Finance, Series Exams, and CFP exam.

Lesson location

About Isaac

About the lesson

Rates

Rate

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online

free lessons

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Experienced and Passionate Tutor in General Finance, Series Exams, and CFP exam.

Lesson location

About Isaac

About the lesson

Rates

Rate

Pack rates

online

free lessons

Other tutors in Economics

Josh

Rainier

Syed

Issam

Jorge

Bibhash

Promise

Vaibhav

Mark

JAYANTI

August

Brian

Md Shahidul

Zeina

Max

Tanya

Amedeo

Ömer

Amna

Anamika

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