Award-Winning CFA Tutors serving Costa Mesa, CA

...of Arts in Economics. I also am Eagle Scout and hold the Chartered Financial Analyst designation. I have worked and traveled the globe, including time spent in institutional money management at Citigroup and UBS in London, England as well as in entrepreneurial hedge fund management across America (CA, CT, AL). Along the path, I taught...

...teacher. I have taught at the undergrad and 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...

...in the subject. I have been tutoring and mentoring for many years, and find that my own understanding of a subject is improved with each person I that I teach. I hold a BS in Accounting from the University at Buffalo (SUNY), an MBA from the University of Minnesota, am a Chartered Financial Analyst (CFA)...

...professional with dual Master's degrees, including an MS in Finance from the University of Iowa and MBA from Symbiosis. Possessing over 11 years of adeptness in financial planning, forecasting, and analysis. Demonstrated success in implementing strategies to drive business growth and enhance profitability. Proficient in analyzing financial data, developing models, and delivering insightful reports to...

...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) where I performed complex financial analyses before subsequently working...

...into simple language and teach students in an easy-to-understand manner. I am also an MBA graduate with a GMAT score of 660 and an IELTS score of 8. I look forward to teaching students to help them achieve the same results I did using the most suitable approach right from the get-go.

...believe in themselves. I am CPA(USA), CIA(USA) and CFA (Level 1 and 2 passed). Beside that I have approx. 14 years of audit and assurance multi-cultural experience across Big 4 firms like PwC and Deloitte at Dubai, London, Karachi and New York. I am specialized in teaching CPA (certified Public Accountant), CFA (chartered Financial Analyst)...

I am passionate about teaching and mentoring. I have been teaching students from middle school to college and covered many different subjects including but not limted to pre-algebra, algebra, geometry, statistics, admision exams such as SAT and GRE, various languages such as Korean and Mandarin.

...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, FRM

...math courses and SAT preparation. Over the years, I have successfully tutored more than 600 students, helping them with subjects including Algebra 1, Algebra 2, Geometry, Trigonometry, Pre-Calculus, and Advanced Placement (AP) courses, including Calculus AB, Calculus BC, and AP Statistics. Additionally, I have worked with middle school students as well as elementary school students,...

...also recently completed my MBA at Johnson School of Business of Cornell University. I am a Chartered Financial Analyst with over 15 years work experience in financial and healthcare services across the areas of financial planning & analysis, financial product control and risk management. My experiences tutoring started in my undergraduate days, where I tutored...

...analyst and level 3 of the CFA program, I have taken some time to travel (before Covid) and begin teaching online. My expertise is in options, futures, forwards, swaps and other financial derivatives, which I studied both at Middle Tennessee State University and the London School of Economics. I gained valuable tutoring experience in university...

...extrovert and my teaching style is conversational. I am a certified public accountant and chartered financial analyst. I enjoy teaching others about difficult subjects.I have an undergraduate degree in management and accounting and a masters in business with a concentration in accounting. I also have extensive knowledge and experience tutoring macro and micro economics.

...CFA is a professional exam for the gold standard in investment management and analysis. My degree is in financial calculus (management), economics, and entrepreneurship. Professionally I'm a equity trader, software business to business account executive (sales), and small business owner (music and art). I will work with you to find a study style that meets...

...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 can help put you in the best position to...

...held prior roles at Bank of America Merrill Lynch, JPMorgan Chase, The Federal Reserve Bank of New York, ISI Group (now Evercore ISI) and in renewables/infrastructure private equity. He received a B.A. from Washington University in St. Louis with Magna Cum Laude honors and an MBA with distinction from the NYU Stern School of Business with...

...from the University of Pennsylvania. I also am a Chartered Financial Analyst (CFA) with extensive experience in the financial and investment industries. Before entering industry, I was an Assistant Professor of Economics at Rutgers University. I have a passion for helping make complex topics understandable to students and applying concepts to real life situations.

...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 a gift to me.

...in several industries from Chief Operating Officer to Chief Financial Officer and Chies Executive Officer roles. My teaching and real-world experience gives me a unique perspective when it comes to helping a student learn. I have also lectured on Wall Street in the CFA program and created e-Learning platforms and course content across Economics, Statistics,...