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Over 10 tutoring hours

Joseph O.

Walnut Creek, CA

$75/hour

Financial Executive with CPA and CFA

In-person lessons
5.0 average from 2 ratings

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Southern Illinois Carbondale
DePaul University, Chicago
MBA
Harvard Business School
Other

Education

Southern Illinois Carbondale

DePaul University, Chicago (MBA)

Harvard Business School (Other)

About Joseph

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.
I am an experienced financial executive in the Bay area of California seeking to help those who need assistance in accounting, finance, Excel, Word, Read more

Policies
Cancellation
4 hours notice required
Travel Radius
Travels within 40 miles of Walnut Creek, CA 94597
In-person lessons
Computer:
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Business:
Accounting,
Business,
Microsoft Excel, Microsoft PowerPoint, Microsoft Word

Approved subjects are in bold.

Approved subjects

In most cases, tutors gain approval in a subject by passing a proficiency exam. For some subject areas, like music and art, tutors submit written requests to demonstrate their proficiency to potential students. If a tutor is interested but not yet approved in a subject, the subject will appear in non-bold font. Tutors need to be approved in a subject prior to beginning lessons.

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.

Southern Illinois Carbondale
DePaul University, Chicago
MBA
Harvard Business School
Other

Education

Southern Illinois Carbondale

DePaul University, Chicago (MBA)

Harvard Business School (Other)

Hourly rate

Standard Hourly Rate: $75.00

Cancellation: 4 hours notice required

Travel policy

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