Award-Winning CFA Tutors serving Santa Barbara, CA

...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 CFA exam classes. I currently mentor several professionals and am tutoring one...

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!

...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 program, and determine steps for your mastery. I'm easy to talk to,...

...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) and CIA (certified internal auditor). My favorite subjects are Financial reporting and Auditing as I have practical exposure...

...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 a gift to me.

...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 will make sure that we progress with content at a speed that fits you until you are confident for test day. There are no stupid questions, only impatient teachers. Don't wait,...

...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 time. You will...

Learn from a finance industry professional with nearly 2 decades of experience. Formally trained in Economics with an MBA in Finance. I am also a CFA Charterholder. My talent in explaining difficult concepts easy to understand!

...with an emphasis in finance from USC, I tutor Finance students and CFA candidates preparing for the Levels 1 and 2 exams. Having had careers in finance and education, my objective as a finance tutor is to explain concepts in straightforward terms with everyday examples. I aim to give life to the dynamics and calculations...

...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 and more....

...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 in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise....

...CFA charter and 10+ years of experience in the financial services industry, which equips me with a strong foundation in financial principles. My teaching philosophy centers around creating a supportive learning environment where students feel empowered to ask questions and engage deeply with the material. I strive to connect with my students by tailoring my...

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.

...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 when you...

...also completed Specialized Corporate finance courses from UC Berkeley. I have taught Finance specialization courses at the college level to MBA students and to corporate professionals for a specialized part-time MBA program. I have more than 10 years of working experience in the field of Financial Service Industry and Corporate Finance field which I believe...

...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 to build...

...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 top percentile...

...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 am a strong believer in making what seems to be dry or boring subjects pop...

...their subject areas of focus. I am a hands on coaching through encouragement type of tutor. I use 7 different formats to reach the students at their point of need. I also have experience tutoring students on the ACT and SAT. I look forward to working with students from a variety of backgrounds and helping...

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.