Bart has over 13,300 hours of teaching in the live (not internet based) classroom for financial exam prep that started last century. Over 9,000 hours of this is related to the CFP® exam prep and related material. Mr. Brewer has been teaching Live Review since the November 2002 exam cycle, mostly in California, Arizona, and Texas. He has taught 181 CFP Exam Prep Live Review classes. In addition, he has done another over 1,000 hours of private tutoring for CFP® and various FINRA exam prep.
Professionally, Bart holds CFP®, CFA®, EA and Life and Health Insurance registrations. He also holds the 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 (serving on both institutional and private client sides) and manages his family 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. He got his first job in the financial services industry in 1970 (over 54 years ago).
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) by the faculty after his first year.
A quote from Bart - "After years of teaching, I am thrilled to be on 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, classic movies and rock n roll music (where you will be expected to sing along!) mixed with some corny jokes in my classes though!"
Remember: "You've got soul, but you're not a soldier."
Bart is a member of FPA Orange County.