Finance with Guillermo D.

I am a financial expert with 15 years of experience in investing strategies, options trading, and portfolio management. I recently completed the Chartered Financial Analyst (CFA) program. I have a B.S. in Mechanical Engineering and an MBA with a concentration in finance from the University of Florida. I also speak fluent Spanish. Since 2009, I have co-owned a wealth management firm. I am passionate about helping individuals and businesses understand and apply investing strategies. I would be excited to teach high school and college students how to invest wisely and successfully. I am also glad to work with professionals, no matter your current skill level. My goal is to help you start or continue building a strong investment portfolio. I have extensive experience using ThinkorSwim, Fidelity Pro, and Tastyworks. I can easily adapt to other trading platforms when needed. Specialties: Financial Markets Options Trading Investing Strategies Research Reports on Businesses, Stocks, Industries, Investments Stock Valuations Business Valuation Portfolio Review I have experience teaching financial markets and trading strategies to individuals of all levels of knowledge. I would be glad to help you grow your understanding and start or continue applying the strategies and concepts we cover. I am available for coaching sessions via Zoom.