Hi! I’m Joseph, a dedicated finance tutor passionate about helping students and professionals develop strong analytical skills and practical financial competence. I earned a Bachelor’s degree in Finance from the University of California, Los Angeles in 2012, followed by an MBA in Finance from the University of Southern California in 2015, and later completed a Ph.D. in Finance at the University of California, Berkeley in 2019. I also hold both the CFA and CPA credentials, enabling me to...
Hi! I’m Joseph, a dedicated finance tutor passionate about helping students and professionals develop strong analytical skills and practical financial competence. I earned a Bachelor’s degree in Finance from the University of California, Los Angeles in 2012, followed by an MBA in Finance from the University of Southern California in 2015, and later completed a Ph.D. in Finance at the University of California, Berkeley in 2019. I also hold both the CFA and CPA credentials, enabling me to integrate academic rigor with practical financial expertise.
Over the past 13 years, I have tutored learners ranging in age from 16 to 55 years old — from high school students building foundational knowledge to university undergraduates, MBA candidates, and experienced professionals preparing for certifications and advancing their careers. My areas of specialization include corporate finance, investment analysis, financial and managerial accounting, microeconomics, and macroeconomics. I’ve taught through online platforms and personalized one-on-one coaching tailored to individual goals.
My teaching approach is strategic, finance-centered, and results-driven. I focus on building deep conceptual understanding first, ensuring students grasp the logic behind financial models, valuation techniques, and economic principles before moving to speed and exam intensity. Each learner begins with a diagnostic assessment, allowing me to design a structured learning roadmap with clear milestones and measurable outcomes. I combine applied financial modeling, case-based corporate finance analysis, and real-world data interpretation. I incorporate Excel-driven valuation exercises, equity and bond pricing applications, capital budgeting simulations, and targeted problem-solving drills to strengthen quantitative accuracy and analytical discipline. Ultimately, my goal is to help students move beyond memorization and develop professional-level financial judgment, confidence, and decision-making capability.
