Award-Winning CFA Tutors serving Orange County, CA

...helps build confidence. I enjoy being part of that process of helping someone become more confident in what they are learning. I have an MBA from the University of Akron where I majored in Finance as a Fulbright scholar. I graduated in the top 15 percent of my graduating class with Financial Management Association honors....

...bachelor's degree program included coursework in economics, political science, philosophy, history, sociology, theater arts, english, poetry and more. Needless to say, I graduated with a hodgepodge of degrees and certifications! All the while, I instructed students K-12 in acting, voice, and math. When I studied French in France, I had the opportunity to begin tutoring...

...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...

...ask questions and engage deeply with the material. I strive to connect with my students by tailoring my approach to their individual learning styles, ensuring that they not only grasp the concepts but also develop confidence in their abilities. I am dedicated to helping each student achieve their academic goals and realize their potential in...

...am a seasoned Investment Professional holding MBA (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...

I enjoy helping students learn material in a way they can remember and apply in future coursework.... Perseverance trumps brilliance every time. Ask questions and work hard, and there's nothing you won't be able to understand.... I would begin by asking a few questions to see where a student is. I would then provide a useful note sheet and go over a refresher of some of the concepts we would be focusing on.

...am an experienced strategic finance professional and startup advisor. I love entrepreneurship and enjoy teaching business-related topics such as Finance and general management. I was a teaching assistant for general management while in business school. I have an MBA in Finance from University of Maryland, College Park. I also hold the CFA and CAIA designations....

...valuation conclusions primarily related to equity and debt investments. Several years of experience performing valuation of pension liability amounts based on projected future cash flows. Excellent communication, presentation and interpersonal skills. Comfortable being a part of senior management with the ability to influence decision makers. Able to translate complicated technical information in a straightforward and...

...from USC, I tutor Finance students and CFA candidates preparing for the Levels 1 and 2 exams. Having had careers in finance and education, my objective as a finance tutor is to explain concepts in straightforward terms with everyday examples. I aim to give life to the dynamics and calculations and enable students to apply...

...post-grad level. My chief areas of study are finance, accounting, investments, statistics and economics. I have had my own investment management firm for a decade. I am a CFA charter holder. I promise to make your learning experience thorough and add a little humor from time to time. You will leave with a better sense...

...passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in statistics, economics, managerial accounting,...

...that teaching is not just about providing answers; it's about fostering critical thinking and building confidence. My approach is structured yet adaptable, starting with an assessment of each student's needs and goals, allowing me to create tailored lesson plans that drive meaningful progress. Ultimately, my aim is to inspire students to see the potential within...

...and all areas of Finance. My focus is always on my students - understanding how they learn and then tailor my instruction/help accordingly. I make things simple to understand with examples, analogies and relevant real-life anecdotes. I understand the challenges a student faces as I have successfully put four children through Big Ten and similar...

...in finance and accounting. I know how challenging business topics and professional exams can be at first, based on my own personal experience. I am hoping to be a mentor and guide those who are looking to follow in a similar path and further advance their careers and finance/accounting knowledge-base. I am confident that I...

...after being offered a position in the finance lab as a head tutor, and have since found that those skills have translated well to helping business students thrive at Varsity Tutors. While I also tutor other subjects including Spanish and College English, I have found working with professionals seeking designations or motivated college business students...

...passionate about macroeconomics, finance, investing, statistics and enjoy tutoring in those and other quantitative fields. I have been through the CFA and GMAT exam prep processes. Knowing how grueling they can be - I enjoy helping hard-working students reach their goals. My teaching philosophy involves breaking down challenging questions into easy solvable parts and I...

...decided to dual-major in Mathematics and Economics in order to explore practical applications. While I continued my studies in liberal arts, slowly but surely I developed a passion for finance which guided me beginning my career at a multi-family office advising clients in portfolio management. While working in a number of roles through my 20s,...

...and commodity exchange settings. - Insightful CFA exam grader with deep understanding of exam requirements. - Successful stint in hedge fund environment, enhancing market insight. - Former Head of Trading Risk at major clearing house, overseeing significant operations. - Aims to mentor CFA candidates, combining rich industry background with exam expertise. Marine engineering degree MBA...

...of the CFA exam and both levels of the CAIA exam. I have long had a passion for teaching and pride myself on being able to distill complex topics into more understandable concepts. I have a lot of experience with standardized tests and have learned methods of study to optimize both understanding the knowledge base...