Learn about our mission, our team, and our commitment to making investment education accessible to everyone.
InvestStep was founded in 2018 with a clear mission: to democratize investment education and make it accessible to everyone, regardless of their background or financial status.
Our founder, Michael Torres, experienced firsthand the challenges of learning about investing without proper guidance. After spending years learning through trial and error—and making costly mistakes along the way—he realized there was a significant gap in accessible, step-by-step investment education for beginners.
What started as a small blog sharing investment basics has grown into a comprehensive educational platform serving thousands of students worldwide. We've assembled a team of certified financial educators, investment professionals, and technology experts who share our passion for empowering individuals to take control of their financial future.
What drives us every day
To empower individuals with the knowledge, tools, and confidence to make informed investment decisions and build a secure financial future.
We believe that financial education is a fundamental right, not a privilege. By breaking down complex investment concepts into manageable steps, we aim to make quality investment education accessible to everyone, regardless of their starting point or background.
At InvestStep, we believe that effective investment education should be:
We break down complex topics into logical, sequential steps that build upon each other, creating a solid foundation of knowledge.
We focus on actionable knowledge that students can apply immediately, with real-world examples and practical exercises.
We recognize that people learn differently, so we provide content in various formats: text, video, interactive tools, and practical exercises.
We present balanced information about different investment approaches, helping students make decisions that align with their own goals and values.
We foster a supportive community where students can learn from each other, share experiences, and grow together.
We regularly update our content to reflect changes in the investment landscape, ensuring our students always have access to current information.
Our experienced professionals are dedicated to your investment education
Founder & Lead Educator
Michael has over 15 years of experience in investment education and portfolio management. With a background in financial planning and a passion for teaching, he has dedicated his career to making investment knowledge accessible to everyone.
Education: MBA in Finance, Certified Financial Educator
Director of Curriculum
Sarah oversees the development of all educational content at InvestStep. With a Ph.D. in Economics and experience as a university professor, she brings academic rigor and clarity to our educational materials.
Education: Ph.D. in Economics, Certified Investment Management Analyst
Head of Investment Strategy
Robert brings 20 years of experience in portfolio management and investment analysis. He specializes in translating complex investment strategies into practical advice for beginners.
Education: CFA Charterholder, MS in Financial Engineering
Behavioral Finance Specialist
Maria focuses on the psychological aspects of investing. She helps students understand and overcome the emotional biases that often lead to poor investment decisions.
Education: MS in Psychology, Certified Behavioral Finance Analyst
Technology Director
David leads the development of our interactive learning platform and investment simulator. He combines his technical expertise with a passion for creating intuitive educational tools.
Education: MS in Computer Science, Former FinTech Developer
Student Success Coach
Lisa works directly with students to help them apply what they've learned and overcome obstacles in their investment journey. She specializes in creating personalized learning paths.
Education: Certified Financial Planner, Certified Coach
Making a difference in financial education
Students educated
Countries reached
Scholarships awarded
Beyond our core educational programs, InvestStep is committed to expanding financial literacy in underserved communities. Our initiatives include: