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 ....
About Us
Joe, a proud graduate of Rutgers University with a Bachelor of Science degree in Finance, faced hardships early in life due to poor financial advice following his father's passing. This experience led him to dedicate his life to providing sound financial counsel and education. He transformed his struggles into a successful career, guiding over 500 individuals to pass various finance exams. Driven by his own learning experiences and understanding of knowledge application, Joe's programs have earned praise, and he remains committed to raising the standards of the financial industry.

Clients Testimonials
Blogs
