Award-Winning CFA Tutors serving Walnut Creek, CA

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.

...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 a part of senior management with the ability to influence decision makers. Able to translate complicated technical...

I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.

...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 nowhere(the best way...

...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 along with theoretical. My philosophy...

...achieve A grades in courses including Algebra 1, Geometry Algebra 2, Trigonometry, Statistics & probability, and Precalculus, and College algebra. Tutored over 300 students to achieve a score of 5 on AP exams including AP Calculus AB, AP Statistics, AP Calculus BC, AP Macroeconomics, and AP Microeconomics. Tutored over 400 students to score 790+ on...

Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA,...

I am an experienced professional and teacher. I have 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...

...am an extrovert 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...

...graduate degree from The University of Texas McCombs School of Business, and transitioned to a career in finance and manufacturing with Textron Inc. I served in multiple leadership roles within Textron's various business units which included banking and lending, leading a global manufacturing finance division, and serving as a Corporate Controller and Logistics Director. For...

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.

...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. I have a lot of experience with standardized tests and have learned methods of study to optimize...

...some salsa or bachata beats. If you cannot find me doing any of the above, then you are most likely to find me baking a pie at my best friend's bakery downtown. I cannot declare myself a foodie but when I travel to other cities, I think the best way to explore is by eating...

...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. I have helped many students...

I am a young finance professional with a Bachelor of Science Honors degree in Finance from the University of Connecticut School of Business. I have levels 1 and 2 of the CFA and am working towards level 3. I have experience tutoring students for the CFA, finance, accounting, economics, algebra, SAT, and ACT. I take...

I am a CFA Charter holder with 5+ years of experience working 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...

...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 way, I have worked for FTI Consulting, ProSiebenSat.1, BBC Studios, and Whitman Capital (a tech-focused hedge fund). In addition to the CFA Charter,...

...to short term memory. My undergraduate degree was in Criminal Justice Sciences (which lead me to teaching at Cook County Jail). I have an MBA from the University of Illinois at Urbana Champaign, with a finance concentration. I'm a level 3 candidate for the CFA examination, having passed the level 1 and 2 exams. My...

...skills that I deploy where necessary to ensure that my students have up to date knowledge. I will also use real life examples from business, industry and SEC reports to reinforce knowledge of various topics. QuickBooks: I have experience with QuickBooks. I set up an online QuickBooks accounting system for a start-up client and maintained...

...grasp the material but also develop a deeper understanding of the subject matter. As a tutor, my goal 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...