"Hello! I'm Spencer — a CPA, CFA Charterholder, and former investment banker with over 15 years of experience in finance, accounting, and strategic advisory. I hold a Bachelor’s in Accounting, an MBA in Finance, and certifications including Series 3, 65, 66, and 67. I also hold a Prompt Engineering certification, helping students use AI tools effectively in study and career planning.

I specialize in personalized tutoring for professional certification exams (CPA, CFA, SIE, Series 3/65/66/67), academic finance and accounting, and Bar Exam support (particularly business associations, contracts, and UCC-based questions). I also advise professionals on career development and early-stage entrepreneurs on financial strategy and market analysis.

I’ve taught as a university lecturer and worked with hundreds of students on platforms like TakeLessons, Varsity Tutors, and Wyzant. My teaching approach is simple: make complex concepts understandable, connect theory to real-world application, and build confidence through active problem-solving and strategic review.

Whether you're aiming to pass a certification, strengthen academic performance, prepare for college or grad school, or plan your next career move, I’m here to guide you with insight, patience, and a results-driven mindset. Let’s work together to unlock your full potential!" less...