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5 Star Rated CFP ®, FINRA License, GMAT/TOFEL Tutor
Gloria S.

44 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $180
Response time: 8 hours
Gloria S.'s Photo

5 Star Rated CFP ®, FINRA License, GMAT/TOFEL Tutor
5 Star Rated CFP ®, FINRA License, GMAT/TOFEL Tutor
Gloria S.

44 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

44 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

About Gloria


Bio

CFP®, Mandarin/English speaking Tutor with MBA from Kelley, IU. 20+ years of experience in financial world (credit risk management and financial planning) from Discover Financial and HSBC, now a CFP® and founder of my own wealth management entity .
Love teaching and helping people go through the tasks more smoothly and successfully by sharing my experience. Help with CFP®, S6/S63/S65, GMAT/TOEFL exam preparation.
The past students highly rated me and commented that I'm knowledgeable...

CFP®, Mandarin/English speaking Tutor with MBA from Kelley, IU. 20+ years of experience in financial world (credit risk management and financial planning) from Discover Financial and HSBC, now a CFP® and founder of my own wealth management entity .
Love teaching and helping people go through the tasks more smoothly and successfully by sharing my experience. Help with CFP®, S6/S63/S65, GMAT/TOEFL exam preparation.
The past students highly rated me and commented that I'm knowledgeable and patient, as I know how they think, how they get confused thus how to help them through the puzzles and difficulties.


Education

Kelley School of Business, Indiana University
MBA

Policies


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Approved Subjects

Business

Series 6,

Series 6

With FINRA certified Series 6 designation, I can help my clients with the recognition and good application of following financial products to solve their problems: some mutual funds, Variable annuities, Variable life insurance, Unit investment trusts (UITs) Municipal fund securities [e.g., 529 savings plans, local government investment pools (LGIPs)]. Being a broker, this capability expanded my view and enable me to better service my clients in their education, retirement and investment planning.
Series 63,

Series 63

The Series 63 Exam is required by the North American Securities Administrators Association (NASAA) and administered by FINRA. It qualified me for state registration as securities agents based on knowledge and understanding of state securities laws and regulations. There are tricks in this exam as all the questions are prepared by attorneys. So there are specific tips on how to prepare for the exam and also how to arrange time during the exam.
GMAT, Microsoft Excel, Microsoft PowerPoint, Microsoft Word

Computer

Microsoft Excel, Microsoft PowerPoint, Microsoft Word

Corporate Training

Chinese, GMAT, Microsoft Excel, Microsoft PowerPoint, Microsoft Word

English

English, TOEFL

History

World History

Homeschool

English

Language

Chinese, TOEFL

Most Popular

English

Summer

Chinese

Test Preparation

Series 6,

Series 6

With FINRA certified Series 6 designation, I can help my clients with the recognition and good application of following financial products to solve their problems: some mutual funds, Variable annuities, Variable life insurance, Unit investment trusts (UITs) Municipal fund securities [e.g., 529 savings plans, local government investment pools (LGIPs)]. Being a broker, this capability expanded my view and enable me to better service my clients in their education, retirement and investment planning.
Series 63,

Series 63

The Series 63 Exam is required by the North American Securities Administrators Association (NASAA) and administered by FINRA. It qualified me for state registration as securities agents based on knowledge and understanding of state securities laws and regulations. There are tricks in this exam as all the questions are prepared by attorneys. So there are specific tips on how to prepare for the exam and also how to arrange time during the exam.
GMAT, TOEFL

Ratings and Reviews


Rating

5.0 (17 ratings)
5 star
(17)
4 star
(0)
3 star
(0)
2 star
(0)
1 star
(0)

Reviews

Best Tutor Ever!

I was struggling with certain parts of the CFP program I’m enrolled in. After meeting with Gloria she made things, help me figure out difficult problems, also she figured out how I learn so she can help me. I look forward to working with her for next 6 months.

Bridgett, 1 lesson with Gloria

Knowledgeable and patient tutor

Gloria is great! She knows a lot about the CFP and took her time to explain topics to me. Anyone who needs help with taking the CFP should go to her. She is also available at night and on the weekends which really helped.

Frank, 1 lesson with Gloria

Knowledgeable and helpful!

Beyond my expectations!very knowledgeable and helpful! She really try to help with my capstone and also she is teaching me a lot new things I will definitely recommend her

Katayoon, 4 lessons with Gloria

A very patient and knowledgeable tutor!

Gloria is a great tutor! I asked around Wyzant hoping someone could help me with my finance assignment, but most tutors said they wouldn't be able to help because it wasn't their specialty. Gloria was the one who finally agreed and she has been super helpful with this very specific assignment. She prepared ahead of time and was very knowledgeable about the subject at hand. She was also very patient with me as I am not the best when it comes to the calculations aspect of finance. I would definitely recommend Gloria to anyone who needs a tutor for finance!

Geo, 3 lessons with Gloria

Gloria is Amazing!

Gloria is truly amazing, knowledgeable and a great teacher! I highly recommended her as she is well versed in many subjects. You will walk away knowing more and actually making since of the matter at hand.

Almeisha, 4 lessons with Gloria

Knowledge and Professional

Gloria is very knowledgeable, patient and efficient. She taught me the SIE course in more efficient way and provided me the tips on how to pass the exam. Everything she taught is straight to the point. Great tutoring! Highly recommended!

Lin, 1 lesson with Gloria

Very helpful teacher

I needed a native speaking teacher with no accent who can help me with communication, reading and writing. Gloria is perfect! And she is constantly looking to find the best solution to help me achieve my goals.

Ethel, 11 lessons with Gloria

knowledgeable tutor

Gloria has given me a very honest suggestion and plan.I want to study Gmat,but I am not at that level yet. After I take and finish English classes I will have Gloria tutor me in Gmat. She is very professional and I look forward to her helping me in the future and recommend her. Thank you Gloria.

Farm, 1 lesson with Gloria
Hourly Rate: $180
Response time: 8 hours
Contact Gloria