HT logo

Qualifications & Experience

Let's be honest: Learning a new subject can be tough and uncomfortable, especially as an adult.

Trying to learn from a book or online videos will leave you feeling lost and struggling to keep up.

It's impossible to learn if you are:
- Reading and taking notes
- Getting anxious just thinking about the exam
- Dreading studying
- Putting off studying to the weekend
- Searching the internet for better explanations
- Watching Youtube videos to understand complex topics

And to make matters worse, the more you read the book, the more confused you get.

That's where I come in.

I've spent the last 10 years teaching over 400 students everything from basic arithmetic all the way to CFA. They have all succeeded not because they learned how to memorize a formula or because they can recite something from there book - but because they learned how to learn.

Learning is an art - not a science. Anyone can memorize a formula, but very few people understand how to learn new topics quickly and easily.

Once you learn how to learn - you can break down any subject you like quickly, easily, and with ½ the effort it would normally take you.

In addition, I will show you how to:

- Learning according to your own individual style
- Breaking down hard concepts into simple steps
- Creating notes and methods that you can use now and, in the future,
- Translate complicated concepts in everyday English

I help my students with:

- Series 7
- CFA Level 1
- Accounting (100 -400 levels)
- Finance (100-400 levels)

A little about me......

I have personally always excelled in Math. In high school, I cruised through Geometry, Algebra I, Algebra II, and Pre-Calc, earning an "A" in each subject. In college, my math skills only became more refined, I earned an "A+" in Calculus my freshmen year. From there, I went on to earn my degree in Finance with honors.

After college, I earned my Series 7, Series 3, Series 63, Series 65, Life Insurance License, Health Insurance License, and became a Certified Financial Planner (CFP®). The CFP® is a premier certification that requires 18 months of intensive coursework culminated with a 10 hour, 2-day exam testing Insurance Planning, Tax Planning, Estate Planning, Investment Planning, and Retirement Planning.

I left my job at a prominent Wall Street firm in 2011 to run my several startups. I currently run a Nutrition Coaching start-up.



Rutgers, The State University of New Jersey





Awards & Honors


Certified Financial Planner

Joseph ’s Rating



No results found.