Award-Winning CFA Tutors serving Orange County, NC

...studies and reach their full potential. I began my educational journey at Harvard College, where I pursued a major in Neurobiology and minor in economics. This interdisciplinary approach provided me with a solid foundation in both scientific inquiry and analytical thinking. After graduation, I spent several years working in the consulting industry, where I honed...

...concepts that were not clear. I have also helped my fellow CFA candidates with concepts and practice questions and have tutored O levels students with Math problems. Since graduation I have been involved in the field of finance and investments and have helped my co-workers understand the concepts of portfolio management and other finance related topics....

...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 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...

...educational career, I spent time tutoring the subjects that brought me joy, and sharing that enthusiasm with students who were otherwise struggling was as fun as it was gratifying. I've always been a passionate learner with many interests. My bachelor's degree program included coursework in economics, political science, philosophy, history, sociology, theater arts, english, poetry...

...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, I attained my CFA Charter. It would be my pleasure to work with you on any math, econ or financial endeavors towards the pursuit of...

...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 to my tutoring, helping students bridge the gap between theory and practice. Whether you're preparing for a challenging exam, need help with complex problem-solving, or want...

...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 preparation. I pass all of the aforementioned examinations at the first attempt with...

...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.

...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 from University of Massachusetts-Amherst. I'm passionate about helping students not only succeed but feel confident and excited about their learning journeybecause finance can be fun...

...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, Accounting and all areas of Finance. My focus is always on my students - understanding how...