Jose Hernandez
Jose Rafael Hernandez is known as "The Millennial Money Mentor" on social media. He and his family are immigrants to the United States from Venezuela. The unique challenges that he faced at a young age taught him the real value of money and its importance in life. Jose studied finance at Mercer University, where he also competed in Division 1 Baseball. After his athletic career, Jose began his professional career in the finance industry. He started his career as a wealth management advisor for one of the top Investment Advisory firms in the US, where he was responsible for just north of $20mm in AUM. Jose currently holds the Series 7 and 66 licenses. Jose decided to leave the firm so he could have the freedom to create his brand on social media, geared towards educating millennials in the areas of personal finance and investing. His mission is to leave a positive impact on others while building his own legacy and providing for his family.
17 Posts
Authors Articles
Investing
Investing In Your 20s: A Quick Guide
The period right after your college graduation is a unique one, for several reasons. In many ways, you're now a full-fledged adult,...
Investing
Dividend Yield Meaning and Explanation
Analyzing financial ratios can be a great way to dissect the fundamental picture of companies of interest. If you're going to add...
Investing
How to Start Investing for Retirement At All Ages
People invest for all sorts of reasons. You may invest in your child’s higher education or a large future purchase in mind....
Investing
Investing in Stocks for Beginners
The big, bad stock market. Everyone's heard the horror stories. You’ve seen movies about it. You’ve (maybe) read books about it. The...
Personal Finance
What is the Role of a Financial Advisor?
Unless you work in finance or have an advisor yourself, it may be unclear what they get paid to do. Financial advisors...
Investing
401k vs Roth IRA: What to Know
When it comes to retirement accounts, it’s critical to give careful thought into where you put your hard-earned money. While we often...
Investing
Stock Dividend Dates, Explained
Portfolio income is one of the truest forms of passive income. Whether the cash stems from bond interest, capital gains distributions, or...
Investing
Dividend Reinvestment Programs: A DRIP Guide
As you may know, dividends are a powerful way to build wealth without physically having to "do" anything. This is part of...
Investing
What are Real Estate Investment Trusts?
Real estate as an asset class has been admired by investors for many years due to the benefits it brings to your...
Essentials
Questions To Ask When Buying a Home
Are you currently struggling in the housing market? Unsure if that cute little brick number you have...
Investing in Your 30s: Where to Get Started
The period of your life between 30 and 40 can be challenging, exciting, and fruitful (if you...
How to Get Paid to Play Video Games
Our parents were wrong when they said nothing could come from countless hours playing video games. ...
An Introduction to Options Trading
In the world of investing, a derivative is a financial security that derives its value based on...
Investing for Dummies: Where to Start
If you’re an adult, you know there is a lot that you should be doing. That list...