I am an MBA-trained finance and market-analysis tutor with nearly a decade of experience trading equities and options. My professional background includes financial advisory, wealth management, software development, and the Series 7 and Series 66 licensing curriculum. For three years, I have taught primarily adults who want a structured understanding of investing, economics, financial markets, and trading.
My finance and economics lessons can cover financial statements, company and...
I am an MBA-trained finance and market-analysis tutor with nearly a decade of experience trading equities and options. My professional background includes financial advisory, wealth management, software development, and the Series 7 and Series 66 licensing curriculum. For three years, I have taught primarily adults who want a structured understanding of investing, economics, financial markets, and trading.
My finance and economics lessons can cover financial statements, company and industry research, fundamental analysis, valuation, macroeconomics, and financial decision-making. My market-analysis lessons focus on market structure, trend, price and volume, momentum, volatility, options, trade planning, position sizing, and risk management. I teach students to form and test a thesis, define invalidation before acting, journal decisions, and review results objectively rather than chase predictions or copy alerts.
I bring a builder’s perspective to every lesson. I have developed custom indicators and an institutional-style research software stack that includes real-time stock and options scanners. Depending on the student’s goals, lessons may use guided chart review, scanner walkthroughs, historical case studies, and live-market observation to connect tools with a repeatable analytical process. The goal is to help each student think independently instead of becoming dependent on a tutor or indicator.
I also maintain a small, no-charge group of advanced traders. Students who demonstrate preparation, disciplined risk practices, constructive participation, and consistent professionalism may be considered for an invitation. Paid tutoring does not guarantee group admission or ongoing access to proprietary software. My tutoring is educational and does not provide managed trading, personalized investment advice, trade signals, or promises of returns.