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Amelie C.

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CFP, ChFC, Series 7, 63,66.

Arcadia, CA 91007

Female

Member since:07/2017

Rates from $45 to $70

I can perfom tutoring:

  • On-line
  • Group

Will travel up to 15 miles

Additional Policies:

Materials may not be included in rate

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About Me

Experience Summary

Starting as a hedge fund trader, I have been working in banking industry for over 12 years. and I am fully licensed with Series 7/66/63& life and health insurance. I have double major in both Chinese and English and I have minor in education for my bachelor degree. I am a licensed Mandarin/ English teacher in Taiwan. My native language is Mandarin. Came to US for MBA program, I have taken exams in TOEFL, GMAT, and GRE. I was also a Teaching Assistant taught managerial science for 2 years at college level. I have passed FINRA license exam, ChFC, and CFP at my first attempt.

Teaching Style

I am a time manager when it comes to exams. I am flexible on my schedule and committed in getting goals accomplished!

My Hobbies

I love to be “certified” in different fields, I’m also a certified Zumba instructor. Currently working towards my CLU and next goal will be RICP. Have been helping two of my friends on their college studies- I mean time management, I am dedicated to help people share the same goals who are pursuing their dreams. Passing the exam or getting yourself certified is just the stepping stone to future success!

Other Comments

I am here to provide my experience in all the related fields and this will definitely save you a lot of time on preparing your exams!! Let’s do this together!

Credentials

Type Level Year Title Issued By
Certification Completed 2016 Financial Planning UCLA
Degree Masters 2008 MBA University of California

Subject Commentary

All Subjects I Tutor

  • Chinese
  • Continuing Education
  • Economics
  • Elementary Math
  • Finance
  • GMAT
  • Homework Help
  • SERIES 7
  • Study Skills
  • Test Preparation
  • Testing Skills
  • Testing Strategies
  • TOEFL