1st lesson free
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Isaac
- Rate L946
- Response 1h
L946/hr
Contact
1st lesson free
- Economics
- Finance
- Tax system
- Stock Market Analysis
- Negotiation
Experienced and Passionate Tutor in General Finance, Series Exams, and CFP exam.
- Economics
- Finance
- Tax system
- Stock Market Analysis
- Negotiation
Lesson location
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.
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About the lesson
- Primary
- Lower Secondary
- Senior Secondary
- +7
levels :
Primary
Lower Secondary
Senior Secondary
Post Secondary Education
Higher Education
Adult Education
Master's Degree
Doctorate
MBA
Early Childhood Care & Development
- English
All languages in which the lesson is available :
English
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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Rates
Rate
- L946
Pack prices
- 5h: L3,992
- 10h: L7,198
free lessons
The first free lesson with Isaac will allow you to get to know each other and clearly specify your needs for your next lessons.
- 30mins
online
- L946/h
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