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Gloria

5 Star Rated CFP ®, FINRA License, GMAT/TOFEL Tutor

CFP®, Mandarin/English speaking Tutor with MBA from Kelley, IU. 20+ years of experience in financial world (credit risk management and financial planning) from Discover Financial and HSBC, now a CFP® and founder of my own wealth management entity . Love teaching and helping people go through the tasks more smoothly and successfully by sharing my experience. Help with CFP®, S6/S63/S65, GMAT/TOEFL exam preparation. The past students highly rated me and commented that I'm knowledgeable an...

Microsoft Excel


Microsoft Word


Microsoft PowerPoint


Chinese


English


world history


TOEFL


GMAT


Series 63


Series 6