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What can you learn?

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

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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!"

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

Downloadable Content

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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

Investing

Personalizing Your Diversification Strategy

Kaila Mathis - 0
When creating an investment portfolio, placing all of your money into a single asset increases the risk of large scale damage if...
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Investing

A Guide to Hands-Off Investing

Jose Hernandez - 0
Investing: you hear about it everywhere. You probably feel you should be doing it, even if you don't have a lot to...
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Investing

What is a Liquidity Ratio? Formula and Definition

Jose Hernandez - 0
In finance, liquidity typically refers to the ease and speed at which a company can convert assets to cash to meet financial...
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Personal Finance

Investment Income Taxes: On Portfolio Taxation

Jose Hernandez - 0
As an investor, one of your major responsibilities is understanding the implications that taxes can have on your overall financial plan, portfolio...
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Investing

What is a Yield Curve, and Why is it Important?

Jose Hernandez - 0
While the economy and stock market are not necessarily the same thing, they tend to play off each other. Having a strong...
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Personal Finance

Personal Finance

Financial Tips Every 20-Year-Old Needs To Hear

Kaila Mathis - 0
People often don’t think about proper personal finance practices until they have graduated college, are looking for a job, or are attempting...
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Personal Finance

How Does Term Life Insurance Work?

Jose Hernandez - 0
Life insurance can play a major role in a household’s comprehensive financial strategy. Unfortunately, it is not well understood by most Americans....
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Personal Finance

Investment Income Taxes: On Portfolio Taxation

Jose Hernandez - 0
As an investor, one of your major responsibilities is understanding the implications that taxes can have on your overall financial plan, portfolio...
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Personal Finance

Can I Borrow From My 401k? On 401k Loans

Jose Hernandez - 0
Employer-sponsored retirement plans tend to hold the majority of the average American household’s investment assets. While these types of accounts are designed...
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Personal Finance

What to Look for in a Bank

Jose Hernandez - 0
Every bank has different terms and offers for its account holders, but not every bank is right for every person. Where you...
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Business

Business

Understanding Self Employment Taxes

Jose Hernandez - 0
NOBODY LIKES TAXES. There, we said it. Unfortunately, everyone has to pay taxes to the United States government - including those among...
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Business

SEP IRA vs 401k: How SEP IRAs Compare

Jose Hernandez - 0
If you're self-employed or run a small business, you have a lot of decisions in your day-to-day operations. Those who run the...
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Business

Grants for Small Businesses: Where to Get Started

William Koper - 0
One of the easiest and most cost-effective ways to raise capital for your small business is to apply for a grant. If...
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