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David
- Rate L197
- Response 1h
L197/hr
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- Economics
- Finance
- Financial management
- Business Analysis
- Fundraising
Experienced financial advisor with a master’s degree in wealth management that is passionate about helping people understand the complexities of economics and finance.
- Economics
- Finance
- Financial management
- Business Analysis
- Fundraising
Lesson location
About David
I started out life in a small blue-collar town in Wisconsin with nearly zero exposure to finance and economics. I begun my adulthood as an enlisted infantryman in the U.S. Marine Corps almost 15 years ago. Now I manage over a billion dollars in client assets under management and help city governments, non-profits and highly successful families manage their money and understand the world of economics. I have a master’s degree in legal studies with a focus on wealth management from Texas A&M. During my nonworking hours I give back to my community in Los Angeles by giving financial seminars and workshops to those that need help demystifying the world of finance and help them take advantage of the opportunities around them.
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About the lesson
- Primary
- Lower Secondary
- Senior Secondary
- +7
levels :
Primary
Lower Secondary
Senior Secondary
Post Secondary Education
Higher Education
Adult Education
Master's Degree
Doctorate
MBA
Early Childhood Care & Development
- English
All languages in which the lesson is available :
English
I teach people of all ages and educational backgrounds from middle school to college educated. As someone who works with people from all socio-economic and cultural backgrounds, I have developed a teaching plan that helps meet you where you are in your understanding of finance. I focus on using real world examples and delivering the material in ways that are most effective in helping a person retain and understand the material. In my career, my first and most important function is to provide advice and council to people so they understand the mechanics of how the world of finance works around them and I do that in my lesson plans which starts with the foundations of financial principles.
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Rates
Rate
- L197
Pack prices
- 5h: L985
- 10h: L1970
online
- L197/h
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