"I am a CERTIFIED FINANCIAL PLANNER (CFP) professional. I have extensive experience working in the financial services industry. Currently, I manage a team of CFP professionals at Vanguard who provide financial planning to retail and institutional clients. Previously, I managed several sales team at T. Rowe Price. Also, I am the founder and lead tutor at Stefan Solutions, a comprehensive tutoring firm. Check us out at StefanSolution.com

I will help you master the most challenging content and increase your overall confidence. I am familiar will all industry study prep materials and can also share supplemental resources with you. I am an expert in the most frequently tested topics including; suitability, options, municipal bonds, debt, investment companies, and more.

I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola University with my MBA and am a member of the International Business Beta Gamma Sigma Honor Society.

By partnering together, we will ensure you are successful! Whether you are starting your career or pursuing continuing education, you can do it! Let’s connect and pass that exam!" less...