Our Numbers
10,000+
sessions with students and finance professionals in one-on-one or small group sessions.
500+
Exams passed, including the SIE, Series 7, Series 66, CFP, CFA 1, 2, & 3, and more ....
100 +
Firms represented, including broker-dealers, insurance companies, hedge funds, private equity firms, RIAs, and more ....
Clients Testimonials
Joe's program and teaching style were exactly what I needed to go in confident on test day.
As a full time working mom of three young boys and wife to a full time working husband who was also in school, I needed support to make my exam the priority - and Joe’s coaching helped me do exactly that. Joe planned plenty of time cushion into our prep schedule, but he also asked nothing less of us than to show up every class period prepared, no excuses.
His deep dive into test worthy concepts and repetition helped me remember specific details while also being able to connect and apply everything together. His logic of mimicking exam day with actual mock exams was key to getting my test anxiety under control, and by practice exam 3 of 5 I felt very well prepared. For me competence is confidence, and - outside of the exam - I feel I walked away a better planner.
I would recommend Joe to anyone looking for small group, personalized settings. Thank you, Joe!"
Taynia Vakapuna, CFP
Austin Private Wealth
CFP Exam
