1st lesson free
Isaac's email address and phone number have been validated.
Isaac
- Rate S$75
- Response 1h
S$75/h
Contact
1st lesson free
- Economics
- Finance
- Tax system
- Negotiation
Experienced and Passionate Tutor in General Finance, Series Exams, and CFP exam.
- Economics
- Finance
- Tax system
- 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.
See more
About the lesson
- Primary
- Secondary
- Adult education
- +2
levels :
Primary
Secondary
Adult education
Masters
Doctorate
- 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.
See more
Rates
Rate
- S$75
Pack rates
- 5h: S$318
- 10h: S$574
free lessons
This first lesson is free to allow you to get to know your teacher so that they can best meet your needs.
- 30mins
online
- S$75/h
Similar Economics teachers in Scottsdale
Josh
Singapore & online
- S$20/h
- 1st lesson free
Christopher
Singapore & online
- S$45/h
- 1st lesson free
Niharika
Singapore & online
- S$25/h
- 1st lesson free
Ninad
Singapore & online
- S$20/h
- 1st lesson free
Ray
Singapore & online
- S$100/h
- 1st lesson free
Sherry
Singapore & online
- S$20/h
- 1st lesson free
Josh
Singapore & online
- S$100/h
- 1st lesson free
Russell
Singapore & online
- S$40/h
- 1st lesson free
Tricia
Singapore & online
- S$60/h
- 1st lesson free
KA
Singapore & online
- S$30/h
- 1st lesson free
Aanya
Singapore & online
- S$20/h
- 1st lesson free
Neha
Singapore & online
- S$22/h
- 1st lesson free
Timothy
Jakarta & online
- S$15/h
- 1st lesson free
Paul
Singapore & online
- S$60/h
- 1st lesson free
Roger
Singapore & online
- S$50/h
- 1st lesson free
Veron
Singapore & online
- S$80/h
- 1st lesson free
Shriyans
Singapore & online
- S$25/h
- 1st lesson free
Shubhang
Singapore & online
- S$40/h
- 1st lesson free
Manan
Singapore & online
- S$15/h
- 1st lesson free
Steffi
Singapore & online
- S$20/h
- 1st lesson free
-
See Economics tutors
