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Personal Financial Planning
Accelerated Program


 

About Our Instructors

As co-founders of Financial Planning Educational Solutions, a training firm that specializes in personal financial planning and the review course for the CFP® Certification Examination, Hewitt and Le Claire have worked with Fortune 500 clients such as Merrill Lynch, Morgan Stanley Dean Witter, Charles Schwab, Union Bank of California, Smith Barney, Deutsche Bank Alex Brown, Prudential, Mass Mutual, and many others.

Linda HewittLinda Hewitt

Linda Hewitt, CFP®, CRPC, has been a CERTIFIED FINANCIAL PLANNER™ professional practitioner since 1997. Ms. Hewitt has written course study outlines, edited financial planning textbooks, and developed a video for A.G. Edwards in Retirement Planning and Employee Benefits. Ms. Hewitt is a California Realtor Associate and an active member of the FPA, Orange County Chapter.

 

Nancy Le ClaireNancy Le Claire

Nancy Le Claire, CFP®, CPA, ChFC, CRPC, has been a practicing CPA for 20 years and currently owns a tax and financial planning firm. After becoming a CERTIFIED FINANCIAL PLANNER™ professional four years ago, she co-founded Financial Planning Educational Solutions, which provides classroom instruction and specializes in providing a comprehensive course for the CFP® Certification Examination. She is an active member of the FPA, Orange County Chapter.