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    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 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,...

    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...

    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 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...

    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...

    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...

    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...

    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...

    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...