Financial Advisor working on building my business.

Jakob K.

I hold a bachelor’s degree with a strong quantitative and finance foundation. My professional work as a financial advisor requires daily application of math, data analysis, and clear communication of complex concepts in plain language. I regularly work with financial modeling, projections, probability, and real-world applied math, which directly supports my ability to tutor math and personal finance topics effectively.

While my primary role is in financial advising, a core part of my work involves one-on-one education. I routinely teach clients financial concepts including budgeting, compound interest, investment fundamentals, retirement planning, and risk analysis. My approach emphasizes clarity, practical examples, and adapting explanations to each individual’s learning style.

In addition, I have experience helping students and young adults understand math and finance concepts in a one-on-one setting, focusing on building confidence, problem-solving skills, and long-term understanding rather than memorization.

My teaching experience is primarily one-on-one, which allows me to tailor lessons to the student’s pace, strengths, and goals. I focus on breaking complex topics into simple, logical steps, connecting abstract concepts to real-life examples, encouraging questions and active participation, and reinforcing understanding through guided practice

I have worked with high school and college-aged students, as well as adults seeking to strengthen their math or personal finance skills. My teaching style is patient, structured, and results-oriented, with an emphasis on helping students feel confident and capable.