1st lesson free
Elliot's profile and their contact details have been verified by our experts
Elliot
- Rate $51
- Response 1h
-
Students1
Number of students Elliot has accompanied since arriving at Superprof
Number of students Elliot has accompanied since arriving at Superprof
$51/hr
Contact
1st lesson free
- Finance
- Bitcoin
- Blockchain
Patient, Fully Licensed Financial Advisor (Series 7 and Series 66) with Experience at Fidelity and Edelman Financial Engines Teaching Personal Finance, Retirement Planning and Crypto for Beginners!
- Finance
- Bitcoin
- Blockchain
Lesson location
About Elliot
I’m a fully licensed financial professional with Series 7 and Series 66 credentials and experience at Fidelity Investments and Edelman Financial Engines. My background includes working in fiduciary advisory environments focused on putting clients first. I enjoy teaching personal finance in a calm, supportive way, especially for beginners who want clarity without pressure or sales tactics.
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About the lesson
- Primary
- High School
- NCEA Level 1
- +3
levels :
Primary
High School
NCEA Level 1
NCEA Level 2
NCEA Level 3
Adult education
- English
All languages in which the lesson is available :
English
My lessons are designed for beginners who want clear, practical understanding of personal finance without pressure or jargon. I focus on fundamentals such as budgeting, saving, retirement planning concepts, and crypto basics in a patient, structured way. Each session is tailored to your goals and comfort level, using real-world examples and simple explanations. My prior background experience in regulated financial services working as a fiduciary allows me to teach responsibly, focusing on education and long-term financial confidence rather than product recommendations and short-term hype. ***Lessons are educational only and do not include personalized investment advice or recommendations.
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Recommendations
Recommendations come from relatives, friends and acquaintances of the teacher
1
Passionate, genuine, trusted, thoughtful and goes the extra mile to ensure you’re taken care of.
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Rates
Rate
- $51
Pack prices
- 5h: $256
- 10h: $512
online
- $51/h
free lessons
The first lesson with Elliot will allow you to get to know each other and discuss your needs for future lessons.
- 30mins
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