Guillermo Diaz
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Guillermo Diaz

Guillermo D.

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This teacher successfully passed a thorough criminal background check with SterlingBackcheck. This badge verifies trusted teacher status.
Teaching Locations:
Profile-location-online Online
Teaching Locations:
Profile-location-online Online
Levels taught:
High School, College
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.

About 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.

Reviews

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Katrina
Profile-location-studio Teacher's Studio

Guillermo is amazing at explaining finance and his joy for teaching is apparent in all our interactions. I’m so grateful for his tutoring and am making more money and am more confident in managing my finances!

Posted Apr 10, 2021
Kayla
Profile-location-studio Teacher's Studio

Guillermo taught me about options and specific options trading strategies. He showed me how to make trades on multiple trading platforms as well. I gained a very practical understanding. I would recommend him as an instructor! I'm looking forward to continuing to learn from him.

Posted Apr 6, 2021
John
Profile-location-studio Teacher's Studio

He very knowledgeable and was able to show me how to make the investments that I needed to learn about. I would work with him again.

Posted Apr 5, 2021

Photos & Videos

Education

Masters of Business Administration
Aug 2002 - May 2004

University of Florida

B.S. of Mechanical Engineering
Aug 1994 - May 1998

University of Florida

Languages

English

Fluent / Native Proficiency

Spanish

Fluent / Native Proficiency

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