FINANCIAL PROFESSIONAL

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Investing
- Reviews
  Investing
  Betterment Review: The Original Robo-Advisor
  Alan Angeloni - January 30, 2021 0
  Over the past few decades, there has been a surge in the number of personal finance tools available to...
  Investing
  M1 Finance Review: A Great Tool for Beginners
  Alan Angeloni - January 23, 2021 0
  The number of personal finance tools on the market has exploded in recent years. Overall, this has carried positive...
  Investing
  Investing in Art to Diversify Your Portfolio
  Malik Hood - November 28, 2020 0
  To the uninitiated, artworks are only valuable to the rich, famous, well-informed, or highly interested individuals. This is not...
Personal Finance
- Business
  Facebook Vs Instagram: Which is Best for You?
  Hayley Haggerty - December 6, 2020 0
  As a business owner, you probably know all about the different social media platforms out there. Just in common...
  Personal Finance
  6 Apps that Loan You Money
  Connor Merrill - November 6, 2020 0
  Before coronavirus hit, it wasn’t infrequent for many in society to occasionally find themselves in dire need of a...
  Personal Finance
  Quick Cash: Ways to Earn with Survey Sites
  William Koper - October 28, 2020 0
  We’ve all seen it: the classic advertisement saying, “Complete this survey for a chance to win a $10 gift card!” It sounds...
  Personal Finance
  How Capital Gains and Losses Affect Your Taxes
  Jose Hernandez - October 23, 2020 0
  Whether or not you're a financial professional, you may have trickled into the stock market (or real estate) to...
Business
- Side Hustles
  How to Make Money on TikTok
  Christopher Cerny - February 15, 2021 0
  As TikTok spreads across the world, people start to ask, “How can I make money on TikTok?” The platform...
  Personal Finance
  How to Make Money Without a Job
  Christopher Cerny - February 8, 2021 0
  Have you ever wondered if you could make money without a “real” Monday-Friday, 9-5 job? Even though conventional wisdom...
  Side Hustles
  How to Make Money as a Stay-at-Home Mom
  Christopher Cerny - January 16, 2021 0
  If you have ever thought to yourself, “How do I make money as a stay at home mom?” you’re...
  Side Hustles
  How to Make Money on Facebook
  Christopher Cerny - December 26, 2020 0
  Pretty much everyone who is on social media and the Internet today knows what Facebook is. However, not everyone...
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"What you should have been taught in school."

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Investing

Learn the fundamentals necessary to invest intelligently in order to build long term wealth via the markets.

Individualized Strategy

Learn how to start making strategic decisions based off of your own personal circumstances and financial needs

Risk Management

Learn how to fill any gaps in your current financial picture in order to avoid circumstances that can destroy your financial plan.

Debt Management

Learn the diffrence between "Good Debt" and "Bad Debt". Learn specific methods on how to leverage the good and pay down the bad

Cash Flow Management

Learn how to utilize cash flow to cover expenses and allocate cash efficiently towards developing streams of income.

Strategic Budgeting

Learn how to strategically track your spending so can develop good financial habits to secure your financial future.

Reviews

Melanie B

"[Jose] delivers old fashioned, reliable, client-focused service and support to his clients. Very consistent. If he says he will call or follow-up, he will. he builds trust and demonstrates integrity. I enjoy working with him and and hearing his ideas for how to move forward."

Brand Dr

"Jose is a wealth of knowledge when it comes to financial planning. [In his time as an advisor] he put together a custom tailored plan for my business and my family that put so many great things into perspective. Without Jose's help, I would still be shooting in the dark. His work is thorough and extremely reliable. 2 attributes I hold in high regard when looking to hire on consultants."

Anthony Romero

"The information you give is gold and more valuable than the money itself"

Valentin Bartolon

"I'm so glad I decided to join the Financial University community. Literally, everything you need to know about properly managing your finances can be found on here. Thanks for what you do!"

Financial Education Platform Developed for the Modern Era

So you never feel lost

Access anywhere anytime. From your smart phone, tablet, and desktop. All information is available at your finger tips.

Ask Questions & Network

Your Network is your Networth

Receive support from Industry Professionals, that have real experience guiding individuals and organizations financially.

Downloadable Content

Anywhere any time

Supportive material designed to help you absorb and develop healthy financial habits

Latest Financial Insights

Be in the Know

Consume market commentary, research and articles that are meant to inform you and keep you constantly in the know. Become more comfortable with key terms that are used in the financial world so you can feel confident when you come across them on your own

Enroll Now!

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Investing

Betterment Review: The Original Robo-Advisor

Alan Angeloni - January 30, 2021 0

Over the past few decades, there has been a surge in the number of personal finance tools available to consumers. While this...

Investing

M1 Finance Review: A Great Tool for Beginners

Alan Angeloni - January 23, 2021 0

The number of personal finance tools on the market has exploded in recent years. Overall, this has carried positive impacts because it...

Investing

Investing in Art to Diversify Your Portfolio

Malik Hood - November 28, 2020 0

To the uninitiated, artworks are only valuable to the rich, famous, well-informed, or highly interested individuals. This is not true. Most known...

Investing

What Are Blue Chip Stocks?

Kelsey Herbert - November 21, 2020 0

What is a blue chip stock? A blue chip company is financially stable with a long history in the industry. Learn more here with Financial Professional!

Investing

What is Market Cap? Definition and Explanation

Kelsey Herbert - November 9, 2020 0

Market capitalization allows for interested investors to get a bigger picture of a company’s size and public market value.

Personal Finance

Business

Facebook Vs Instagram: Which is Best for You?

Hayley Haggerty - December 6, 2020 0

As a business owner, you probably know all about the different social media platforms out there. Just in common use, we have...

Personal Finance

6 Apps that Loan You Money

Connor Merrill - November 6, 2020 0

Before coronavirus hit, it wasn’t infrequent for many in society to occasionally find themselves in dire need of a cash infusion. There...

Personal Finance

Quick Cash: Ways to Earn with Survey Sites

William Koper - October 28, 2020 0

We’ve all seen it: the classic advertisement saying, “Complete this survey for a chance to win a $10 gift card!” It sounds great, but it’s...

Personal Finance

How Capital Gains and Losses Affect Your Taxes

Jose Hernandez - October 23, 2020 0

Whether or not you're a financial professional, you may have trickled into the stock market (or real estate) to try your hand...

Investing

A Guide To Beneficiary Designations

Jose Hernandez - October 21, 2020 0

Naming beneficiaries on your investment accounts may not provide you with excess returns, but it's still a critical element of a comprehensive...

Business

How to Set Up Your First Facebook Business Page

Jordan Blansit - January 9, 2021 0

One of the biggest and most major social media platforms of all time is Facebook. We all know how Facebook connects you...

Business

Monetize Facebook and Instagram for the Holidays

Hayley Haggerty - December 12, 2020 0

By now you’ve probably been successful at creating your own social media account(s), grown a following, and discovered your audience - but...

Business

Facebook Vs Instagram: Which is Best for You?

Hayley Haggerty - December 6, 2020 0

As a business owner, you probably know all about the different social media platforms out there. Just in common use, we have...

Business

Instagram Business vs Personal Account

Hayley Haggerty - November 30, 2020 0

By now, you've probably set up your first Instagram account. Perhaps you've thought about using it for your personal life or for...

Business

How to Create an Instagram Business Account

Hayley Haggerty - November 23, 2020 0

Congratulations! You’ve made your first step into the world of social media by creating your first Instagram account. You’ve probably uploaded a...

"What you should have been taught in school."

What can you learn?

Investing

Individualized Strategy

Risk Management

Debt Management

Cash Flow Management

Strategic Budgeting

Reviews

Melanie B

Brand Dr

Anthony Romero

Valentin Bartolon

Financial Education Platform Developed for the Modern Era

So you never feel lost

Access anywhere anytime. From your smart phone, tablet, and desktop. All information is available at your finger tips.

Ask Questions & Network

Your Network is your Networth

Receive support from Industry Professionals, that have real experience guiding individuals and organizations financially.

Downloadable Content

Anywhere any time

Supportive material designed to help you absorb and develop healthy financial habits

Latest Financial Insights

Be in the Know

Consume market commentary, research and articles that are meant to inform you and keep you constantly in the know. Become more comfortable with key terms that are used in the financial world so you can feel confident when you come across them on your own

Investing

Personal Finance

Business

More

Multiply Your Financial IQ in Minutes!