Search 75,653 tutors
FIND TUTORS
Over 5 tutoring hours

Joseph O.

Financial Executive with CPA and CFA

Walnut Creek, CA (94597)

Travel radius
40 miles
Hourly fee
$75.00
Email Joseph O.

You don't pay for tutoring
unless you find a good fit!

Background Check Status for Joseph O.

Joseph O. has not yet had a background check. After sending a message to Joseph, you will be able to order a background check for $7.99. The check will be processed by First Advantage. For more information, please review the background check information page.

As part of your tutor selection process, we encourage you to run updated background checks. Please also review the safety tips for hiring tutors.

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.

Email Joseph

Joseph’s subjects

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

Accounting

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.

Business

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

Email Joseph

back to top

Education

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.

Email Joseph

Usually responds in about 1 day

Send Joseph a message explaining your needs and you will receive a response by email. Have you already emailed Joseph or another tutor? If so, you have an account! Sign in now

(ex: algebra, chemistry)
Please enter the tutor's email address.
Please enter the student's email address.
Please describe how you heard about us.

Receive Responses From Additional Tutors

If selected, WyzAnt will ask interested tutors to contact you by email if they are able to help. A maximum of five different tutors will email you and none of your personal information, including your email address, will be released.