Award-Winning CFA Tutors serving Huntington Beach, CA

I 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 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 of the way. Through a dynamic and interactive teaching approach, I strive to cultivate a stimulating learning...

...Economics 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.

...with your coursework - whether 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...

...the areas of finance, accounting, 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...

...and private universities, including the flagship state university in Texas, currently. I have working experience 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...

...I tutored students privately during 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...

...Political Sciences; passed the SIE, Series 63, 65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost,...

I am a recent grad from Providence College, dual degree in Finance and Math. Prior to Varsity Tutors, I had 3 years of tutoring subjects ranging from Math, Statistics to Finance and Accounting