Award-Winning CFA Tutors serving Costa Mesa, CA

I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.

...Financial Analyst Designation (CFA) and currently an FRM (Financial Risk Manager)-Part 2 candidate. I currently work as a business development intern at Pace SBDC. I have tutored for over 300 hours as an exceptional finance, economics, statistics, accounting (financial and managerial) and CFA tutor. I have extensive experience in accounting, investment and finance case studies...

...Science in Computational Finance from Tepper School of Business, Carnegie Mellon University. I became CFA charter holder since 2008. In addition, I am also a Fellow of the Society of Actuaries (FSA, 2018). I am passionate about tutoring - your success is my success. I will teach you everything you need to know to get...

...realizing they just understood a concept that had eluded them. Most of my teaching experience has been at the college level, teaching and tutoring business classes in finance, financial accounting, marketing and economics. My first job out of college was teaching a GED class at Cook County Jail, with a focus on math and English....

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.

...- Proven track record in investment banking 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...

...I am confident in solving accounting related problems. Quickbooks is the concentration of my professional practice. I am a QuickBooks Pro-advisor and I am ready to help clients with the software as well related accounting issues. Insurance license exam is another area of my expertise, as I have nailed the exam after fairly short period...

...of these tools. I have also developed a number of algorithmic trading systems in MT5 that will shortly be offered to clients. And finally, I am a CFA level 2 candidate, holding an MBA in finance from Pace University, where I was a Graduate Teaching Assistant in the Management Science department. Here I tutored and...

I'm a financial professional working in private equity and have strong math, financial, accounting, economics, and science background. My undergrad was in engineering so I am well-versed in a wide variety of topics and look forward to helping you!

...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 FTI Consulting, ProSiebenSat.1, BBC Studios, and Whitman Capital (a tech-focused hedge fund). In addition to the CFA Charter, I have BA in Political Science from Stanford and...