Phillip Kashin, Candidate for CFP® Certification
Financial Paraplanner at Bartley Financial Advisors, Inc.- Claim this Profile
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Bio
Alex Garofalo, MBA
I have the privilege of working with Phillip as my CFP® tutor and I can confidently say that he possesses the necessary skills and expertise to help students understand the more difficult course material. Phillip is highly organized, well prepared for sessions, and has the ability to adapt his teaching style to each student, ensuring that they grasp the concepts being taught before moving to the next. Throughout my time with Phillip-and I plan to stick with him until I pass the CFP® exam-he has gone above and beyond to ensure that I absorb the material being taught and follow up with customized deliverables for the more advanced concepts that we cover. He is always available to promptly answer my questions in between sessions, and is patient in explaining difficult concepts as often as is necessary. Phillip is highly engaging and personable, which makes learning enjoyable and memorable. I highly recommend Phillip as an exceptional CFP® tutor.
Natalie Volpitta, CFP®
Phillip is a great tutor! He gives a lot of practice questions and information that helped me master tough concepts for the cfp exam. Highly recommend.
Alex Garofalo, MBA
I have the privilege of working with Phillip as my CFP® tutor and I can confidently say that he possesses the necessary skills and expertise to help students understand the more difficult course material. Phillip is highly organized, well prepared for sessions, and has the ability to adapt his teaching style to each student, ensuring that they grasp the concepts being taught before moving to the next. Throughout my time with Phillip-and I plan to stick with him until I pass the CFP® exam-he has gone above and beyond to ensure that I absorb the material being taught and follow up with customized deliverables for the more advanced concepts that we cover. He is always available to promptly answer my questions in between sessions, and is patient in explaining difficult concepts as often as is necessary. Phillip is highly engaging and personable, which makes learning enjoyable and memorable. I highly recommend Phillip as an exceptional CFP® tutor.
Natalie Volpitta, CFP®
Phillip is a great tutor! He gives a lot of practice questions and information that helped me master tough concepts for the cfp exam. Highly recommend.
Alex Garofalo, MBA
I have the privilege of working with Phillip as my CFP® tutor and I can confidently say that he possesses the necessary skills and expertise to help students understand the more difficult course material. Phillip is highly organized, well prepared for sessions, and has the ability to adapt his teaching style to each student, ensuring that they grasp the concepts being taught before moving to the next. Throughout my time with Phillip-and I plan to stick with him until I pass the CFP® exam-he has gone above and beyond to ensure that I absorb the material being taught and follow up with customized deliverables for the more advanced concepts that we cover. He is always available to promptly answer my questions in between sessions, and is patient in explaining difficult concepts as often as is necessary. Phillip is highly engaging and personable, which makes learning enjoyable and memorable. I highly recommend Phillip as an exceptional CFP® tutor.
Natalie Volpitta, CFP®
Phillip is a great tutor! He gives a lot of practice questions and information that helped me master tough concepts for the cfp exam. Highly recommend.
Alex Garofalo, MBA
I have the privilege of working with Phillip as my CFP® tutor and I can confidently say that he possesses the necessary skills and expertise to help students understand the more difficult course material. Phillip is highly organized, well prepared for sessions, and has the ability to adapt his teaching style to each student, ensuring that they grasp the concepts being taught before moving to the next. Throughout my time with Phillip-and I plan to stick with him until I pass the CFP® exam-he has gone above and beyond to ensure that I absorb the material being taught and follow up with customized deliverables for the more advanced concepts that we cover. He is always available to promptly answer my questions in between sessions, and is patient in explaining difficult concepts as often as is necessary. Phillip is highly engaging and personable, which makes learning enjoyable and memorable. I highly recommend Phillip as an exceptional CFP® tutor.
Natalie Volpitta, CFP®
Phillip is a great tutor! He gives a lot of practice questions and information that helped me master tough concepts for the cfp exam. Highly recommend.
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Credentials
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Candidate for CFP® Certification (Passed Exam)
CFP BoardNov, 2022- Sep, 2024 -
Financial Planning Certificate
College for Financial PlanningSep, 2022- Sep, 2024 -
Series 65 - Uniform Investment Advisor
FINRAOct, 2021- Sep, 2024 -
Chartered Property Casualty Underwriter (CPCU)
The InstitutesMay, 2019- Sep, 2024 -
Associate in General Insurance (AINS)
The InstitutesDec, 2018- Sep, 2024 -
Arizona Insurance License
Arizona Department of Insurance and Financial InstitutionsMar, 2015- Sep, 2024
Experience
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Bartley Financial Advisors, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Financial Paraplanner
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May 2023 - Present
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Freelance
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Egypt
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Human Resources
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1 - 100 Employee
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CFP® Exam Tutor
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Jan 2023 - Present
I provide one-on-one tutoring services to help students and professionals pass the CFP® exam. I provide one-on-one tutoring services to help students and professionals pass the CFP® exam.
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Wellspring Financial Partners
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United States
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Financial Services
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1 - 100 Employee
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Education and Outreach Manager
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Mar 2022 - May 2023
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GEICO
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United States
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Insurance
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700 & Above Employee
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Senior Compliance Analyst
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Feb 2021 - Mar 2022
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Underwriting Process Analyst
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Oct 2020 - Feb 2021
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Regional Complaint and Compliance Analyst
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Dec 2015 - Oct 2020
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Customer Service Supervisor
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Aug 2013 - Dec 2015
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Operations Management Leadership Program
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Aug 2012 - Aug 2013
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Chick-fil-A
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Team Leader
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Oct 2007 - Jun 2012
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Intern
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Jun 2011 - Oct 2011
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Education
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Christopher Newport University
Bachelor of Science - BS, Information Science -
College for Financial Planning
CFP® Certification Professional Education Program, Financial Planning and Services