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Joseph O.

Financial Executive with CPA and CFA

Walnut Creek, CA (94597)

Travel radius
40 miles
Hourly fee
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I am an experienced financial executive in the Bay area of California seeking to help those who need assistance in accounting, finance, Excel, Word, PowerPoint or becoming a CFA.

I have more than 25 years experience in real estate, finance, accounting and investments. I am a CPA, CFA, MBA in Finance and an Adjunct Professor of Finance and Accounting at the University of Phoenix. I am also a member (2001) of the CFA Society of San Francisco and have spoken on real estate and finance at a number of their events.

Accounting and finance may be difficult for some, however, my extensive schooling, business experience and teaching have provided a framework to make almost anyone proficient in these disciplines.

Becoming a CFA is an arduous process and can take three years. The CRA exam is very difficult with an average passing rate of less than 45%. It is highly recommended that potential test takers use a tutor or other assistance to better prepare for taking and passing the exam. My experience and knowledge in all facets of finance and investments can provide this needed assistance.

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Joseph’s subjects

Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Accounting, Business, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Corporate Training:
Accounting, Business, Microsoft Excel, Microsoft Word


I am a CPA and have been involved in various CFO and Executive finance positions for the last 20 years. I am also an Adjunct Professor of Finance/Accounting at the University of Phoenix in the Bay area.


I am a CPA, CFA and MBA and have been involved in real estate and corporate finance for more than 25 years. I am also an entrepreneur and know the finance, accounting and tax aspect of business very well.

Read all subject qualifications ยป

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Southern Illinois Carbondale

DePaul University, Chicago (MBA)

Harvard Business School (Other)

Hourly fee

Standard Hourly Fee: $75.00

Cancellation: 4 hours notice required

Travel policy

Joseph will travel within 40 miles of Walnut Creek, CA 94597.

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Usually responds in about 1 day

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