Award-Winning CFA Tutors serving San Diego, CA

...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 college-level finance classes to acclaim and...

...in International Economics and International Political Economy. I received a 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 -...

...rising in duties and responsibilities throughout career. Have worked within investment and actuarial consulting firms. Able to analyze market data to support 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...

...finance, behavioral finance, derivative instruments and alternative investment assets. I believe in connecting classroom or theoretical finance concepts and real world applications. In my experience once a student is helped to make this connection, they almost never forget the subject matter. Outside of academia, I love reading ( fiction and non-fiction), taking long walks to...

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.

...in different industries as a finance professional. I love to break down complex concepts 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...

Recent graduate from the Masters program in Finance from the University of Miami. Looking to help students expand their understanding of Math, Finance, and Economics.

...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 preparation. I...

I am a tutor with experience in Finance, Accounting and Economics. I am happy to help students learn and advance their professional and academic careers. Personally, I am married with three kids. I teach online in the subjects mentioned above. While working professionally in finance is my occupation, teaching is what I truly love.

...performing financial analyses on firms, building 3-statement financial models, analyzing treasury and derivative instruments, performing treasury accounting, analysing financial statements, and conducting long and short-term financial forecasting. From my background and formal training over many years, I have become an Microsolf Excel Power user and also a superior user of Power BI that is used...

...mix of professional experience and educational foundation which allows me to bring context and examples to topics in order to help students fully understand the concepts being learned. I initially received an undergraduate degree in Information Systems from Texas Tech University and went to work for ExxonMobil as an applications developer and project manager. During...

...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.

...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.

...it to be a very important, challenging and rewarding occupation. I have worked in the investment management and financial planning industry for 25 years. I currently work for a Registered Investment Advisory (RIA) firm that handles complex client relationships. I have also been an adjunct university finance professor for 9 years that taught master's and...

...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 your needs, help you define a...

...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, I attained my CFA Charter. It would be my pleasure to work with you on...

...(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 using Microsoft Excel....

...and CAIA Certificates. I can help you with anything in the field of economics or finance, as well as all three levels 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....

Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.