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Tutor FINRA (SIE, 6, 7, 63, 65, 66, 24) and CFP, CRPC, ChFC Expert
Biography

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 i... Read More >>

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