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Rick V.

CERTIFIED FINANCIAL PLANNER Professional Specializing in Finance

CERTIFIED FINANCIAL PLANNER Professional Specializing in Finance

$39/hour

  • 30 hours tutoring

  • Mission Valley San Diego, CA 92108

About Rick


Bio

Hi! My name is Rick. I am married to my incredible wife and we have a one-eyed French bulldog named Copper. As a financial advisor, I spend my day job educating young professionals and business owners on the principles of financial planning. This has provided me with expertise in explaining complex and complicated information in a clear and relatable way. Also, since not everybody gets as excited about financial planning as I do... I have developed a skill in explaining "dry" information in a...

Hi! My name is Rick. I am married to my incredible wife and we have a one-eyed French bulldog named Copper. As a financial advisor, I spend my day job educating young professionals and business owners on the principles of financial planning. This has provided me with expertise in explaining complex and complicated information in a clear and relatable way. Also, since not everybody gets as excited about financial planning as I do... I have developed a skill in explaining "dry" information in a fun and engaging way.

I love to watch the transformation that takes place in the confidence of a student as they become empowered through education. Tutoring provides an incredible opportunity to connect with motivated individuals and make a difference in the lives of others. I can't wait to help!

I am a CFA charterholder. The CFA designation is the most difficult to achieve and respected financial credential in the world. A significant component of earning the CFA charter is to pass three, rigorous exams each with a significant focus on financial reporting and analysis. I have also served as a financial analyst for one of the largest financial institutions in the world so will be able to provide real life examples for the use of information while tutoring. Lastly, I minored in accounting and have a strong accounting background.

As a financial advisor, I regularly speak in front of dozens of people for seminars. I can personally attest to going from the "shaking paper in your hand from nerves" in the early days of speaking, to my now confident and commanding presence on stage.

In my previous role, I served as Vice President and Portfolio Manager overseeing in excess of $350 million in assets. In this role, I was required to be keenly aware of current economic events. Not only did I need to understand what was going on in the global economy, I needed to be able to articulate this in a clear way to my clients.

After successful years in finance, I launched my own financial planning firm where I now serve as President and Financial Advisor. I can speak to the textbook as well as real world application of the financial information I teach.

If you are looking for someone who can teach in a relatable, engaging, and plain English style - please reach out! I am new to the platform but have extensive experience educating and empowering the individuals I work with.


Education

Providence College
Finance

Policies

  • Tutor’s lessons: In-person and online
  • Hourly rate: $39 for in-person / $39 for online
  • Travel policy: Within 20 miles of San Diego, CA 92108
  • Lesson cancellation: 24 hours notice required
  • No background check

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Subjects

Business

Finance,

Finance

I am a CFA Charterholder and CERTIFIED FINANCIAL PLANNER professional. I am the President and Financial Advisor at a Wealth Management firm. I have managed over $350 million in assets.
Financial Accounting

Financial Accounting

CFA charterholder - extensive financial accounting experience

Corporate Training

Finance

Finance

I am a CFA Charterholder and CERTIFIED FINANCIAL PLANNER professional. I am the President and Financial Advisor at a Wealth Management firm. I have managed over $350 million in assets.

Other

Finance

Finance

I am a CFA Charterholder and CERTIFIED FINANCIAL PLANNER professional. I am the President and Financial Advisor at a Wealth Management firm. I have managed over $350 million in assets.

Ratings and Reviews


Rating

5.0 (10 ratings)
5 star
(10)
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Reviews

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Insightful and friendly

Accounting. Introductory course. Had an enjoyable lesson and received some interesting financial career insights. Walked through various questions together which I had prepared

Jennifer, 1 lesson with Rick

Simply the best financial expert

Very knowledgeable and insightful about the current market information and resources. Explains things clearly with simple terms and great examples. A great help in sifting noise from general news. Highly recommend Rick to students trying to learn finance.

Mylene , 1 lesson with Rick

Great tutor and very Knowledgeable!

Very knowledgeable and easy to work with. He taught me several ways/websites to get the information I need for my Finance project. We worked on Financial analysis, Edgar reports, how to locate the right income statement, cash flow, and more. I would definitely come back again for more tutoring sessions!

Joseph, 1 lesson with Rick

Great Estate Planner and CFP tutor

Rick did a wonderful job explaining and providing examples of topics/terms pertaining to estate planning that I was having trouble understanding. He was very patient as well, so if I needed him to repeat or say something in a different way, he was more then willing to do so. I would highly recommend him!

Alden, 2 lessons with Rick

Knowledgeable and patient

We went over time value of money. We used a finance calculator for some problems, and algebra for others. Although it was not anything that he has recently encountered it didn’t take him long to figure out how to teach me.

Kristi, 1 lesson with Rick
Contact Rick

Response time: 13 minutes

$39/hour

Rick V.

$39/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Rick

Response time: 13 minutes