Award-Winning CFA Tutors serving Livermore, CA

...see the light of understanding turn on in the student and not just academically but with real-world applicability whenever possible (especially regarding investing). I listen to the student's needs within the context of the exam in question, explain the complex in easy-to-understand terms, and seek feedback. In my other time, I engage in reading (mostly...

...valuation, economics, particularly those currently seeking or contemplating completing the CFA program, from which I successfully obtained my Charter. I have spent the entirety of my professional career in corporate finance, accounting/controlling, and investing, specifically in technology, media/internet, and telecommunications, from startups to multinational corporations, domestically and internationally. Along the way, I have worked for...

...that be high school work, undergraduate/graduate level Finance, Economics, Math, or Accounting work, or CFA exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank)...

...my time in graduate school. My focus is on Corporate Finance. Some of my favourite subjects are the theory of the firm, portfolio theory (capital allocation to risky assets, optimal risky portfolios, risk and return); the Capital Asset Pricing Model (CAPM); security analysis (macroeconomic and industry analysis, equity valuation models and financial statement analysis). I...

...degree from The University of Texas McCombs School of Business, and transitioned to a career in finance and manufacturing with Textron Inc. I served in multiple leadership roles within Textron's various business units which included banking and lending, leading a global manufacturing finance division, and serving as a Corporate Controller and Logistics Director. For the...

...Finance and Operations Management. I am a retired CFA who spent 30 years in the investment industry managing equity portfolios and as a research analyst. I am also a commercial instrument multiengine pilot. I'm looking forward to giving the help kids and young adults may need in Algebra in a stress free fun but productive...

...understand complex financial concepts and apply them in real-world scenarios. With a background in execution trading at top financial institutions, I bring a practical, hands-on approach to CFA and Series 7 tutoring. My teaching is rooted in my own academic success, having graduated Magna Cum Laude with a BBA in Corporate Finance & Alternative Investments...

Recent graduate from the Masters program in Finance from the University of Miami. Looking to help students expand their understanding of Math, Finance, and Economics.

...the material but also develop a deeper understanding of the subject matter. As a tutor, my goal is to empower my students to excel academically and professionally. Whether it's demystifying financial principles, preparing for professional certifications, or guiding aspiring professionals towards their career goals, I am committed to providing personalized guidance and support every step...

I am a test account.

...risk management. For students, (and interns), I have taught solidity, python, CFA level 1 and 2 material, Series 7, 63, and 65. I have also taught financial modeling, smart contract development, data analysis, and machine learning model development in python. (CFA material includes micro/macro economics, financial statement analysis, equity/fixed income valuation, derivatives, portfolio management and...

Learn from a finance industry professional with nearly 2 decades of experience. Formally trained in Economics with an MBA in Finance. I am also a CFA Charterholder. My talent in explaining difficult concepts easy to understand!

...(Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.

I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.

Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA,...

...an MBA and Johns Hopkins School of Advanced International Studies where I received a Master's in International Economics and International Political Economy. I received a B.S. in Business Administration-Finance from the University of Southern California. I am passionate about macroeconomics, finance, investing, statistics and enjoy tutoring in those and other quantitative fields. I have been...

...hold the Chartered Financial Analyst (CFA) designation. I have also been a grader of the level III CFA exam many times. I also am a Certified Financial Planner (CFP). I do enjoy tutoring investment management, corporate finance and financial planning. I believe finance is an art form that may not always have one answer. My...

...offer expert tutoring for both professional certification exams (such as the CFA) and college-level coursework. My approach is structured yet adaptable, ensuring that students not only master the material but also develop a deeper understanding of key concepts and real-world applications. Having worked in financial analysis, investment research, and business strategy, I bring practical insights...

...Yale School of Management. During my time there, I not only gained a comprehensive understanding of business principles but also delved into the world of finance. Eager to challenge myself further, I successfully passed the CFA Level 1 exam, scoring in the 95th percentile. Throughout my academic and professional journey, I have come to appreciate...