Rachael H.
3 Investing lessons












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...courses. I teach both foundational concepts and higher-level topics such as the time value of money, discounted cash flow, investment analysis, and financial decision-making. I break down complex formulas and concepts into clear step-by-step methods so...
...courses. I teach both foundational concepts and higher-level topics such as the time value of money, discounted cash flow, investment analysis, and financial decision-making. I break down complex formulas and concepts into clear step-by-step methods so...

I began my real estate career as a licensed agent in the competitive New York City market, gaining firsthand experience in transactions and client negotiations. I later worked in alternative investments at Cantor Fitzgerald, where I helped...
I began my real estate career as a licensed agent in the competitive New York City market, gaining firsthand experience in transactions and client negotiations. I later worked in alternative investments at Cantor Fitzgerald, where I helped...
Arseny helped me with my Series 66 and my Series 7. Passed both on my first try and there is no chance I would have passed first try without him. Super knowledgeable and was really good at helping me understand the topics by compa... - Jacob, 37 lessons with Arseny (Sunny)

My early career included being an Accountant at GE Capital and being a Corporate Trainer for MS Office applications. From there, I moved into Business Development and then pursued my MBA to break into Investment Banking, where I enjoyed a...
My early career included being an Accountant at GE Capital and being a Corporate Trainer for MS Office applications. From there, I moved into Business Development and then pursued my MBA to break into Investment Banking, where I enjoyed a...
Michael is an amazing tutor with an impressive depth of knowledge that he knows exactly how to teach in a way I can understand. What truly sets him apart is his patience — he always takes the time to make sure I fully grasp each c... - Le, 58 lessons with Michael

...questions. With more than 25 years of experience across portfolio management, investment research, and capital markets, while working at large money center banks and investment management firms, I bring real-world context to topics that can otherwise...
...questions. With more than 25 years of experience across portfolio management, investment research, and capital markets, while working at large money center banks and investment management firms, I bring real-world context to topics that can otherwise...

Data and financial modeling expert. 25 years Wall Street analytics and investment management.
Data and financial modeling expert. 25 years Wall Street analytics and investment management.

...internal controls. I served as a CFO for many years and have applied accounting principles in complex financial services, investment management, and operating businesses. My expertise includes debits and credits, journal entries, accrual accounting, ...
...internal controls. I served as a CFO for many years and have applied accounting principles in complex financial services, investment management, and operating businesses. My expertise includes debits and credits, journal entries, accrual accounting, ...

I specialize in preparing students for the Securities Industry Essentials (SIE) exam, drawing on years of experience as a licensed financial professional. I held multiple FINRA licenses, including the Series 6, 7, 63, and 66, and most recently...
I specialize in preparing students for the Securities Industry Essentials (SIE) exam, drawing on years of experience as a licensed financial professional. I held multiple FINRA licenses, including the Series 6, 7, 63, and 66, and most recently...
Bruno was an outstanding tutor throughout my Series 66 preparation. He explained difficult topics like registration rules, investment advisers, portfolio management, and suitability in a way that was easy to understand and remembe... - Agam, 21 lessons with BRUNO

I have previously passed 5 license exams: the Series 7, 63, 65, 86 & 87. I hold the Chartered Alternative Investment (CAIA) and Financial Risk Management (FRM) designations and I am a level 3 CFA candidate. I'm a former trader,...
I have previously passed 5 license exams: the Series 7, 63, 65, 86 & 87. I hold the Chartered Alternative Investment (CAIA) and Financial Risk Management (FRM) designations and I am a level 3 CFA candidate. I'm a former trader,...
Sebastian was nothing short of a game changer for me. He was the 4th Tutor I have used over my testing journey and the others did not even compare. Sebastian breaks down test taking techniques to make them simple, helps you unders... - Sean, 8 lessons with Sebastian

I provide supportive finance tutoring for college students and adult learners in topics such as corporate finance, investments, financial statements, and personal finance concepts. My teaching style focuses on breaking down complex material...
I provide supportive finance tutoring for college students and adult learners in topics such as corporate finance, investments, financial statements, and personal finance concepts. My teaching style focuses on breaking down complex material...
Dolores was fantastic! I came in knowing I needed to build an excel scoring model but had no idea where to start. She broke down the methodology clearly, walked me through the 990 line items, and helped me build a fully functional... - L

We can then move on to more rigorous math and analytical questions that typical investment banks ask. Finally, as we advance, we can ensure an internship or job offer by tackling the most sophisticated investment banking technical...
We can then move on to more rigorous math and analytical questions that typical investment banks ask. Finally, as we advance, we can ensure an internship or job offer by tackling the most sophisticated investment banking technical...
Before I got on Wyzant, I actually had a genuinely difficult time finding a smart math tutor who can actually do the math that my math teacher assigned for homework. I even tried to find tutors who were teachers at my school but t... - Dina

Your success is my priority. I have been preparing to work with you for many years. When we share our enthusiasm for finance, accounting, and investment, we will both be enriched by the experience. We will succeed together. How have I...
Your success is my priority. I have been preparing to work with you for many years. When we share our enthusiasm for finance, accounting, and investment, we will both be enriched by the experience. We will succeed together. How have I...
Always informative and teaches the basics as well as advanced knowledge. Even in the setting of an urgent and short meeting he can quickly adapt lessons to get students to the right place! - R, 24 lessons with Tihamiyou

I know exactly what it takes to pass these exams efficiently because I have done it myself and coached others through it professionally — not just as a tutor, but as a credentialed actuary invested in the next generation of the profession.
I know exactly what it takes to pass these exams efficiently because I have done it myself and coached others through it professionally — not just as a tutor, but as a credentialed actuary invested in the next generation of the profession.
Aaron is so patient and very thorough, ensures the understanding of concepts and the how, what, why approach to problem solving. My kids loved working with him, highly recommend! - Lila, 8 lessons with Aron

I have over 10 years of experience training and tutoring individuals for the Series exams, with 15 years in the financial industry at three of the world's largest financial firms. The Series 65 qualifies candidates as investment...
I have over 10 years of experience training and tutoring individuals for the Series exams, with 15 years in the financial industry at three of the world's largest financial firms. The Series 65 qualifies candidates as investment...
I started studying for the Series 7 in August of ’25 using Kaplan. Five months, two failed attempts, and nearly $1,000 in exam fees later, I realized the way I was studying just wasn’t working. I googled “Series 7 tutor” and came ... - Hayden, 5 lessons with Jason

I have been taking MSF classes at the University of Florida for the past year with a focus on case studies (HBS), fixed income, and M&A. Also have been directly involved in the student investment club where I conducted various DCF and...
I have been taking MSF classes at the University of Florida for the past year with a focus on case studies (HBS), fixed income, and M&A. Also have been directly involved in the student investment club where I conducted various DCF and...
I reached out to Alejandro last minute during my summer internship at an investment bank before presenting my final project and he replied within a couple minutes and we were able to schedule a lesson later that day. I was able to... - Kristie, 3 lessons with Alejandro

During this time, I also instructed on parts of the CFA exam and led learning and development courses on capital markets at large investment firms. In addition to this experience, my career in the financial services industry has been as a...
During this time, I also instructed on parts of the CFA exam and led learning and development courses on capital markets at large investment firms. In addition to this experience, my career in the financial services industry has been as a...
Mark was an absolutely amazing tutor and I can't say enough great things, he helped me these last few months prepare and pass the Series 7, 63 and 65 exams!! I can honestly say that the amount I was able to learn and grasp through... - Alexandra, 32 lessons with Mark

I am very comfortable teaching and coaching on wide variety of business topics including general finance (equities, bonds, investments, personal finance), professional careers in internal and external audit, financial statement analysis,...
I am very comfortable teaching and coaching on wide variety of business topics including general finance (equities, bonds, investments, personal finance), professional careers in internal and external audit, financial statement analysis,...

During my career, I have worked at both the SEC and state-licensed Investment Advisers. I have assisted many employees with the Series 65 exam. Also, I took the exam and passed on my first attempt. My deep understanding of the Uniform...
During my career, I have worked at both the SEC and state-licensed Investment Advisers. I have assisted many employees with the Series 65 exam. Also, I took the exam and passed on my first attempt. My deep understanding of the Uniform...

I currently hold the FINRA Series 7, 66, and 24. My practice consists primarily of negotiating credit derivatives, an options platform, and private placements. I have many years of experience in preparing brokers for these exams. The series 66 can...
I currently hold the FINRA Series 7, 66, and 24. My practice consists primarily of negotiating credit derivatives, an options platform, and private placements. I have many years of experience in preparing brokers for these exams. The series 66 can...
Carlyle's tutoring and preparation for the FINRA Series 24 exam are truly exceptional. I cannot praise his program enough for the invaluable assistance it provided me in achieving success in this challenging exam. What makes Ca... - George, 100 lessons with Carlyle

I hold a Ph.D. in Finance with a 4.0 GPA and have over four years of experience teaching core undergraduate and graduate finance courses as a university lecturer. My background covers corporate finance, financial management, investment...
I hold a Ph.D. in Finance with a 4.0 GPA and have over four years of experience teaching core undergraduate and graduate finance courses as a university lecturer. My background covers corporate finance, financial management, investment...

Struggling to find your authentic voice or staring at a blank page? I can offer you a boost in self-confidence and help you see that you really do have an interesting story to tell. I coach students at all levels of proficiency at any stage of...
Struggling to find your authentic voice or staring at a blank page? I can offer you a boost in self-confidence and help you see that you really do have an interesting story to tell. I coach students at all levels of proficiency at any stage of...
My child is extremely happy with her session! They talked about lots of good strategies that will help her to be more time efficient on the essay. A fantastic essay teacher, highly recommended. - Ruby, 5 lessons with Mary

-Conducting practice job Interviews in order to prepare students for an upcoming job interview. -My success includes helping several students land an investment banking internship offer with one of the Top 3 Investments Banks in the...
-Conducting practice job Interviews in order to prepare students for an upcoming job interview. -My success includes helping several students land an investment banking internship offer with one of the Top 3 Investments Banks in the...
I took an accounting course my senior year of college and was struggling to understand the material. Luckily, I found Dipen on this wonderful site and he has been my trusted tutor ever since! Aside from helping me get an A in my a... - Bobbie , 24 lessons with Dipen

I recently earned an International MBA and a Master of Science in Finance from Florida International University (GPA 3.86), after completing a dual BBA in International Business & Finance (GPA 3.94, summa cum laude). I've passed Level I of the...
I recently earned an International MBA and a Master of Science in Finance from Florida International University (GPA 3.86), after completing a dual BBA in International Business & Finance (GPA 3.94, summa cum laude). I've passed Level I of the...

...relationships provide a significant learning advantage. Anyone can provide study material, but a teacher who takes the time to invest in and understand students is the key to real motivation. No matter the goal, I’ll be cheering you on and helping wherever...
...relationships provide a significant learning advantage. Anyone can provide study material, but a teacher who takes the time to invest in and understand students is the key to real motivation. No matter the goal, I’ll be cheering you on and helping wherever...
Working with Kylie was one of the best decisions I made during my medical school application process. Her edits were thoughtful, precise, and elevated my writing without ever losing my voice. She has an exceptional ability to clar... - Andrew, 6 lessons with Kylie

Students who have adopted advised approaches have averaged a 515, and over half have obtained 1+ perfect subsection score. I have time-proven methods to help you do the same IF you're willing to invest the work. How This Works:...
Students who have adopted advised approaches have averaged a 515, and over half have obtained 1+ perfect subsection score. I have time-proven methods to help you do the same IF you're willing to invest the work. How This Works:...
Arielle is truly a life changing tutor, I had tried other MCAT resources and truly she revolutionized how I thought, approached questions, and my confidence going into my exam. Not only is she super knowledgeable on content, but s... - Lily, 16 lessons with Arielle

When schools were online during the pandemic, I volunteered my time to any K-12 kids struggling to learn math, using online tools like Lucid Whiteboard and Desmos. I am deeply invested in making math accessible to anyone who wants to learn....
When schools were online during the pandemic, I volunteered my time to any K-12 kids struggling to learn math, using online tools like Lucid Whiteboard and Desmos. I am deeply invested in making math accessible to anyone who wants to learn....
3 Investing lessons
11 Investing lessons
2 Investing lessons
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Investing tutoring online connects learners with experts for personalized, one-on-one education on stocks, portfolio management, and financial planning. Platforms like Wyzant, AmazingTalker, and MentorCruise offer flexible sessions, covering topics from beginner basics to advanced trading strategies for adults, teens, and college students.
Investing can feel complex, but with guided instruction, learners can understand how to build a portfolio, manage risk, and navigate market trends. Working with a tutor helps break down investing concepts into manageable steps and gives learners the confidence to make informed financial decisions.
Wyzant supports learners by providing access to experienced investing tutors who tailor lessons to each student’s goals, experience, and schedule. Through personalized online sessions, students gain practical skills and knowledge to succeed in today’s financial markets.
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