1^st lesson free

Gerardo

5 (1 review)

Rate $70
Response 1h

5 (1 review)

$70/h

1^st lesson free

Finance

Experienced tutor in Finance in Miami Beach, Gerardo offers private lessons tailored to your needs.

Finance

Lesson location

- online

About Gerardo

Good financial health is as important as physical and spiritual well-being and crucial to a happy life. Together, we will take a detailed look at your financial situation and develop a plan to help you organize and manage your finances. With my assistance, you will learn how to prepare a budget, prioritize your expenses, set aside enough money for an emergency situation and, in turn, achieve your financial independence or a comfortable retirement.

My background is in finance and my current work is mostly about assisting people to develop good, lasting financial habits to achieve their financial goals.

I find it very rewarding to assist people in developing healthy financial habits and building their financial strengths to better enjoy life.

I have always considered liberty a supreme value and financial independence a very important part of it. During my career as investment manager I realized it was crucial to lead a healthy financial life for people to spend wisely, save and become financially independent. This made me switch from investing people´s money to assisting people to organize their finances and save the money to invest.

My formal education included an Engineering Degree and a Masters in Business Administration. I have worked in the corporate world as investment manager and managed individual´s investments for over 20 years.

About the lesson

We will discuss your situation during our initial interview and if you decide to go forward and contract my services we will usually meet for 5 sessions on a weekly basis, during which we will review your income and expenses, prepare a working budget, discuss expense priorities, assign an emergency fund amount to achieve and come up with a savings target.

Recommendations

Recommendations come from relatives, friends and acquaintances of the tutor.

Lila

Gerardo has helped make my life much easier and I couldn´t be happier with the results. I learned how to budget my expenses and realized I was spending way more money than I thought on certain items such as dining out and shoes. I also found out I could save on my monthly (cable TV bills) as I was paying for some services I never used. Cutting on those expenses I was able to bring down my credit card debt and start putting money aside for an emergency.
It was somewhat difficult in the beginning to tackle these changes but Gerardo helped me through the whole process.

Read more

L
Lila
Gerardo has helped make my life much easier and I couldn´t be happier with the results. I learned how to budget my expenses and realized I was spending way more money than I thought on certain items such as dining out and shoes. I also found out I could save on my monthly (cable TV bills) as I was paying for some services I never used. Cutting on those expenses I was able to bring down my credit card debt and start putting money aside for an emergency.
It was somewhat difficult in the beginning to tackle these changes but Gerardo helped me through the whole process.
View more recommendations

Rates

Rate

Pack rates

5 h: $350
10 h: $700

free lessons

This first lesson offered with Gerardo will allow you to get to know each other and clearly specify your needs for your next lessons.

1hrs

online

$70/h

Details

After an initial FREE interview (about 45 minutes) to discuss your situation and find out if we have a good fit and I am able to help you with your finances, you will pay $125 per 50 minutes session. Each session is paid in advance. Cancellations are accepted if done at least 24 hours before the session.

Experienced tutor in Finance in Miami Beach, Gerardo offers private lessons tailored to your needs.

Lesson location

About Gerardo

About the lesson

Recommendations

Rates

Rate

Pack rates

free lessons

online

Details

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Experienced tutor in Finance in Miami Beach, Gerardo offers private lessons tailored to your needs.

Lesson location

About Gerardo

About the lesson

Recommendations

Rates

Rate

Pack rates

free lessons

online

Details

Other tutors in Finance

“expert accounting & finance tutor | cpa, cma, cpa (us), cima | 20+ years of experience helping students succeed in all business courses, boost grades & pass exams.

Critical support in economics, applied and financial econometrics, and statistics course contents and research projects. experienced faculty, research supervisor, and author of journal articles.

Take your accounting skills to the next level with private tutoring and guided practice

7+ years tutoring university & master’s students in finance & accounting | former financial analyst | corp. finance, management & investments

Experienced tutor with proven results - cpa and mba qualifications teaching accounting, finance, taxation, financial mathematics, economics, excel software use, and other business courses.

I am a cfa charter holder and an mba in finance. i have tutored more than 2000 students in the us and canada. i teach accounting, finance, managerial accounting, microeconomics, statistics, and math.

Experienced finance tutor - virtual / remote only - business school grad - let's boost your gpa

Chartered accountant with 15 years of experience, teaching accounting and business finance at beginner & intermediate levels.

Cfa charterholder, cfp with over 10 years of experience in teaching cfa, finance, accounting, management accounting & economics

Master your finance and accounting journey with an experienced professional with more than a decade of experience working with accounting firms.

University of ottawa & tilburg university alumni with industry experience & ta + tutoring background; happy to assist in accounting, finance and economics.

Passionate teacher of commerce and business with a zeal to share her knowledge with students.

Retired, professional investor with 30+ years of hands on investment experience teaches stock options, investing basics, personal finance etc in kingston

Cfp exam tutoring | learn from a cfp professional preparing for the cfp exam or struggling with financial planning concepts? i offer personalized 1-on-1 cfp tutoring designed to make complex topics,

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