Prudent Investor
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Prudent Investor

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Expert in: Business & Finance    
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Languages: English
Prudent investor/CPA with investment experience across a variety of asset classes both personally and professionally.
All chat sessions start FREE!
Chat / Phone: $1.00 per minute (Convert currency)
Email: $10 per email (Convert currency)
 

Degrees

Certified Public Accountant, BS in Accounting and Economics, Venture Capital Institute alum

My Expert Service

My expertise comprises various types of investments such as residential real estate, stocks, options, private company investments, bonds, mutual funds, ETFs, and gold. Since I am also a CPA, I have considerable experience with personal finance, financial planning and budgeting, business enterprise valuations, and GAAP accounting. I can help with general questions about any of these topics or with specific questions about real life decisions.

Experience & Qualifications

I currently work at a private equity firm where my role consists of analyzing and valuing companies for investment purposes. Previously, I was a CPA with one of the Big 4 public accounting firms where I advised multi-national corporations on how to structure and value complex transactions. Personally, I have invested in residential real estate, stocks, options, bonds, mutual funds, ETFs, and gold.

Available Modes Of Communication

email/chat

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