Award-Winning CFA Tutors serving Santa Rosa, CA

...taught college-level finance classes to acclaim and CFA exam classes. I currently mentor several professionals and am tutoring one for the CFA Level 1 exam. I am also an expert in all aspects of the GMAT. I enjoy teaching the most when I see the light of understanding turn on in the student and not...

...Accounting and all areas of Finance. My focus is always on my students - understanding how they learn and then tailor my instruction/help accordingly. I make things simple to understand with examples, analogies and relevant real-life anecdotes. I understand the challenges a student faces as I have successfully put four children through Big Ten and...

...to ask questions and engage deeply with the material. I strive to connect with my students by tailoring my approach to their individual learning styles, ensuring that they not only grasp the concepts but also develop confidence in their abilities. I am dedicated to helping each student achieve their academic goals and realize their potential...

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.

...Analyst) and CIA (certified internal auditor). My favorite subjects are Financial reporting and Auditing as I have practical exposure along with theoretical. My philosophy is mutual participation by myself and student as I do not want one-way discourse but input from students during class in order to ensure what is being delivered is actually digested...

...theory and practice. Whether you're preparing for a challenging exam, need help with complex problem-solving, or want to build a stronger foundation in quantitative subjects, I tailor my sessions to your learning style and goals. My teaching philosophy is built on clarity, engagement, and resultsI break down difficult topics into manageable concepts, reinforce learning with...

...passion for teaching and pride myself on being able to distill complex topics into more understandable concepts. I have a lot of experience with standardized tests and have learned methods of study to optimize both understanding the knowledge base and learning key tips for synthesizing and answering questions. In my spare time I enjoy playing...

...students understand complex financial concepts and apply them in real-world scenarios. With a background in execution trading at top financial institutions, I bring a practical, hands-on 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...

...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 I did using the most suitable approach right from the...

...10 years of working experience in the field of Financial Service Industry and Corporate Finance field which I believe would be a great addition to the skillset that I can bring for this tutoring position. I love teaching and am a firm proponent of education, believing it to be absolutely necessary for an improved quality...

...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 will make sure...

...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 and enable students to apply the tools to real-life situations that finance professionals...

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.

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.

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!

...and finance case studies using Microsoft Excel. I have helped students to achieve 100% in their accounting and finance case studies. In addition, I have an advanced knowledge base in microeconomics and macroeconomics concepts. On the data analytics side, I can use Python and Pandas to analyze any data in a Jupyter Notebook environment. With...

...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.

...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. I have helped many students in statistics, economics, managerial accounting, financial accounting and finance. I enjoy tutoring and it gives me the opportunity to teach location independent.

...quickly decided to dual-major in Mathematics and Economics in order to explore practical applications. While I 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...