Meet The Instructors

Instructor Photo
Bart Brewer CFP®, CFA, EA
Bart has over 11,000 of hours teaching in the live classroom for financial exam prep and related material. Over 6,000 hrs of this is related to the CFP® exam prep and related material. Mr. Brewer has been teaching Live Review continuously since the November 2002 exam cycle (over 125 Live Review classes), mostly in California, Arizona, and Texas.

Professionally, Bart holds CFP®, CFA®, EA and Life and Health Insurance registrations. He also holds CLU, and ChFC designations. In addition he has held Series 4, 7, 24, 53, and 63 licenses and has been an OSJ for a broker-dealer. He has been a financial professional since 1978 and
serves as trustee in his own family advisory practice in Santa Monica, CA. He also serves as a member of the FINRA Board of Arbitrators and has given expert testimony on such matters.

Bart graduated with an MBA from the Amos Tuck School of Business Administration at Dartmouth College and was named an Edward Tuck Scholar (Top 10% of the class) after his first year by the faculty.

A quote from Bart- "After years of teaching, I am thrilled to be joining Ken Zahn's team. His philosophy, content, and focus is just what I've been looking for as a veteran CFP® Live Review Instructor. I try to keep my classes informed, engaged, and entertained...... in that order of priority. You will get a lot of references to sports, movies, and rock n roll music (along with some corny jokes) in my classes though!"

Bart is a member of FPA Orange County.
 
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