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$65/h
1st lesson free!
Verified profile and diploma
Response Time 24h
Lessons offered by Steven
  • Individual
The lessons will be held
Taught subjects
  • Economics
  • Business
  • Management
  • Finance
  • Financial
Levels
  • Elementary School
  • Middle School
  • Sophomore
  • Junior
  • Senior
  • Advanced Technical Certificate
  • College / University
  • MBA

Certified Financial Planner and Portfolio Manager teaches Investing, Financial Planning, Personal Finance

Methodology

I approach the lessons by focusing on what the student wants to learn about. Students have distinct wants and needs and the benefit of the class can be diminished if the lessons are not oriented to the students individuality.

Background

I'm a 25 year financial services professional who has been a stock broker, financial advisor, trader, Certified Financial Planner, discretionary portfolio manager, life insurance agent and widely published and recognized subject matter expert. I now share my expertise with you.

Rates

Transportation Fee : $65
Rate for online lessons : $55/h
Rate for 5 hours of lessons : $275
Rate for 10 hours of lessons : $520
Lessons offered by Steven
Individual
The lessons will be held
at your home
Taught subjects
  • Economics
  • Business
  • Management
  • Finance
  • Financial
Levels
  • Elementary School
  • Middle School
  • Sophomore
  • Junior
  • Senior
  • Advanced Technical Certificate
  • College / University
  • MBA

Steven's resume

Steven Orlowski

Professional

Orlowski Financial Media (2008 - present)



Writer, Editor and Investment Analyst for whitepapers, primary research, web content, blogs and direct response copywriting. Clients include Agora Financial, GuruFocus.com, FTSE Russell, Dow Jones, Business Insider, JPMorgan Chase, Betterment Institutional, UBS, Hanlon Investment Management, TD Ameritrade, MetLife, Health IQ, Conversion IR, WealthManagement.com, TheStreet.com, Capitol Information Group, The Motley Fool and Seeking Alpha, et al.

MassMutual Financial Group (February 2014 – February 2017)

Certified Financial Planner

Comprehensive financial planning, wealth management, life insurance and investment strategies, managed money, disability insurance, mutual funds, annuities, retirement income planning and estate planning.

Allstate Financial Services (April 2013 – February 2014)

Exclusive Financial Specialist

HSBC Securities (October 2011 - July 2012)

Vice President/Financial Advisor

New York Life Insurance Company (November 2009- October 2011)

Financial Advisor

Orlowski Financial Counsel, LLC (November 2008 – March 2010)

President/Portfolio Manager/Trader/Certified Financial Planner

Fidelity Investments (April 1999 - June 2008)

Financial Planning Consultant

Dean, Witter Reynolds, National Discount Brokers, Quick & Reilly (October 1992 - March 1999)

Registered Representative

Education

Bachelor of Arts - Business Administration, Stockton University, Pomona, NJ May 1991

Associates in Science - Business Administration, County College of Morris, Randolph, NJ
May 1989

Current and Previous Licenses, Credentials and Associations

• Certified Financial Planner
• Series 7, 9, 10, 63, 65, and Life and Health Insurance
• National Association of Insurance and Financial Advisors (NAIFA), The Association of Financial Educators

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5 hours Not available $600 $275
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