Our Tutors

Sev Meneshian is a Certified Financial Planner™ practitioner and the Lead Planner at Public Retirement Planners.  His commentary has been featured in The Wall Street Journal, National Public Radio, Chicago Tribune, Los Angeles Times, and Investopedia.

Sev has been teaching CFP® exam candidates all subject areas since 2013 at Northwestern University and Kaplan.

Sev has been in the financial services industry since 1999 and is a Series 63 and 65 licensee.

Nelson Greene is a Certified Financial Planner™ practitioner and serves as a Wealth Advisor at Parkside Investments, a boutique investment management firm based in Chicago, IL.

Prior to joining Parkside, Nelson was the Vice President of Technology Consulting for TD Ameritrade’s institutional division. He also has experience working for several industry-leading financial technology firms, specializing in portfolio management and artificial intelligence.

He has been in the financial services industry since 2012 and is a series 65 licensee.s

Phillip Kashin is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Property Casualty Underwriter (CPCU®) and holds the Associate in Insurance (AINS®). Phillip currently helps individuals and families with their personal financial planning needs by leveraging his strong background in insurance.

Phillip grew up in Virginia and currently lives in Tucson, AZ with his wife Molly.

Blake Pokley is a Certified Financial Planner™ practitioner and experienced CFP® exam tutor.  

Having been awarded the prestigious Presidential Scholarship, Blake graduated Oakland University with a major in finance and a minor in accounting.  His specialties regarding CFP® exam prep are in the areas of General Principles, Investments and Retirement Planning. 

Blake’s passion for helping others with their personal finances is carried out through Abide Ministries, where he provides free comprehensive financial planning services to members of under served communities.