1st lesson free
Isaac profile and its contact details have been verified by our experts
Isaac
- Rate R993
- Response 1h
R993/h
Contact
1st lesson free
- Economics
- Finance
- Tax systems
- Stock Market Analysis
- Negotiation
Experienced and Passionate Tutor in General Finance, Series Exams, and CFP exam.
- Economics
- Finance
- Tax systems
- 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
- Secondary
- Matric/GCSE
- +7
levels :
Primary
Secondary
Matric/GCSE
AS Level
A Level
BTech
Adult education
Masters
Doctorate
MBA
- English
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
- R993
Package rates
- 5h: R4192
- 10h: R7559
free lesson
The free first lesson with Isaac allows you to get to know the tutor and discuss your needs and expectations.
- 30min
online
- R993/h
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