About Me

As stated in the disclosure with which I end my posts, I am not a registered investment advisor or broker/dealer. In fact, my formal education stopped at high school. I do not have a college degree. I have, however, engaged in several forms of continuing education throughout my life, including online college courses in Finance.

Through a most interesting confluence of circumstances, as a young man I landed a job in the Treasury Department of a Fortune-500 company. My love of finance grew from there, inspired by some of the talented people who ultimately became my friends. That was some 30 years ago. Since that time, I have worked for three different Fortune-500 companies as well as a leading software company in a related field.

It is my hope that my work will strongly reinforce the concept that anyone who is willing to devote a little time and effort can indeed understand the basic concepts that can make them a very good investor, perhaps more successful than many of their neighbors and friends.

My final note is that I practice what I preach. It is my sincere hope that many are able to benefit from what I will share. I hope someone will look at this bio and say: "If he can do it, so can I!" 

Carpe diem!


  1. Hi ETF Monkey,

    I'm Amiya. I have really enjoyed reading ETF Monkey.

    I'm the Channel Editor at ETF Trends (www.etftrends.com) and we are looking to add one or two new contributors to feature on our site.

    Would you be okay with us republishing some of your articles on our site?

    In return, we'll create an author bio page with links to your website and social media accounts. We'll also link back to the original piece in each article we republish.

    Please let me know if you have any questions. I'd be happy to jump on a quick call.

    Amiya Moretta
    Channel Editor
    2010 Main Street, Suite 1170 | Irvine, CA 92614
    (t) 949.794.0070 | (f) 949.794.0075

    1. Hi, Amiya. Yes I would be interested in communicating a little further. Please feel free to email me at etfmonkey@outlook.com.


      ETF Monkey


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