Meet The Instructors

Bart Brewer CFP®, CFA, EA

Bart has over 12,000 hours of teaching in the live classroom for financial exam prep and related material. Over 7,000 hours 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 150 Live Review classes as of 2019), mostly in California, Arizona, and Texas. 
 
Professionally, Bart holds CFP®, CFA®, EA and Life and Health Insurance registrations. He also holds the CLU and ChFC designation. 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 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, movies and rock n roll music (along with some corny jokes) in my classes though!" "Remember you've got soul, but you're not a soldier."
 
Bart offers Live Review tutoring. 
 
Bart is an adjunct faculty member at Tallahassee Community College, and teaches Live Review classes around the US. Bart is a member of FPA Orange County.  
Upcoming Events