Former Wall Street Advisor's "A To Z" Guide To Building Generational Wealth

When You Enroll In Financial U Today, You'll Get Immediate Access To...

  • Over 48 hours of easy-to-follow, 150+ guided video lessons, covering everything from investing basics, to fundamental analysis & research, portfolio management & more
  • ​Supportive quizzes and tools designed to help you apply the material in a way that actually matters in your own financial picture
  • ​Dozens of pieces of downloadable content including worksheets, guides, PDFs & spreadsheets
  • ​Financial professionals with real industry experience that are available to answer your questions and provide you with the support you need 
  • ​A platform designed to help you learn at your own pace that can be accessed via desktop or through our mobile app
  • A community of 300+ like-minded individuals looking to learn and grow personally and financially
  • Everything you need to learn the ins and outs of personal finance and investing & so much more!

Former Wall Street Advisor's "A To Z" Guide To Building Generational Wealth

When You Enroll In Financial U Today, You'll Get Immediate Access To...

  • ​Over 48 hours of easy-to-follow, 150+ guided video lessons, covering everything from investing basics, to fundamental analysis & research, portfolio management & more
  • ​Supportive quizzes and tools designed to help you apply the material in a way that actually matters in your own financial picture
  • ​​Dozens of pieces of downloadable content including worksheets, guides, PDFs & spreadsheets
  • Financial professionals with real industry experience that are available to answer your questions and provide you with the support you need 
  • A community of 300+ like-minded individuals looking to learn and grow personally and financially
  • Everything you need to learn the ins and outs of building generational wealth & so much more!

WARNING: FINANCIAL U IS NOT FOR YOU IF....

  • You’re looking to day trade/trade forex/trade crypto/trade options/trade penny stocks, etc.
  • You’re not willing to take ownership over your financial situation
  • ​You aren’t willing to accept that investing and true wealth creation is a long game
  • ​You’re looking for a get-rich-quick scheme
  • ​You’re looking to gamble in the stock market, opposed to investing responsibly according to your goals
  • Y​ou don’t take education that you can actually apply seriously 

HOWEVER, FINANCIAL U IS FOR YOU IF...

  • You’re serious about & understand the importance of increasing your financial literacy 
  • ​You want to feel confident when approaching investing and your personal finances
  • You’re disappointed or frustrated about the fact that school didn’t teach you more about your finances
  • Y​ou want a strong level of financial IQ before risking your hard earned money in the market
  • ​You understand that investing and wealth creation is a lifelong journey and doesn’t happen overnight
  • ​You’re willing to apply the information, concepts and resources we work hard to provide you
  • ​You’re open-minded and willing to learn from financial professionals that want to see you succeed

WARNING: 

FINANCIAL U IS NOT FOR YOU IF...

  • You’re looking to day trade/trade forex/trade crypto/trade options/trade penny stocks, etc.
  • You’re not willing to take ownership over your financial situation
  • ​You aren’t willing to accept that investing and true wealth creation is a long game
  • ​You’re looking for a get-rich-quick scheme
  • ​You’re looking to gamble in the stock market, opposed to investing responsibly according to your goals
  • Y​ou don’t take education that you can actually apply seriously 

HOWEVER...

FINANCIAL U IS FOR YOU IF...

  • You’re serious about & understand the importance of increasing your financial literacy 
  • ​You want to feel confident when approaching investing and your personal finances
  • You’re disappointed or frustrated about the fact that school didn’t teach you more about your finances
  • Y​ou want a strong level of financial IQ before risking your hard earned money in the market
  • ​You understand that investing and wealth creation is a lifelong journey and doesn’t happen overnight
  • ​You’re willing to apply the information, concepts and resources we work hard to provide you
  • ​You’re open-minded and willing to learn from financial professionals that want to see you succeed

Check Out What Our 300+ Members Are Saying:

Hey, I'm Jose! People call me the Millennial Money Mentor.

In 2018, I was living the "American Dream"... but to me it was a nightmare.
As the son of South American immigrant parents, I have always been taught the importance of hard work and honoring people.

I lived by this motto my entire life and it carried me through my college baseball career and into the world I'd always wanted to be in: finance.

After being the first person in my family to graduate from college with my finance degree, I studied hard and got my Series 7, Series 66 & CRPC© certifications (fancy terms for investment advising licenses)..

And eventually landed a job at one of the largest finance firms in the world.
I was doing everything I had once dreamed of...
Employed by one of the most respectable firms in the industry, working hands-on with wealthy clients and getting real, professional experience and education on the subject that meant the most to me.
But something was wrong.
It was incredible getting to work with the 1%, but I soon realized that wasn't why I got into this.
As an immigrant to this country, I saw first-hand what it was like to grow up in a socioeconomically disadvantaged and financially illiterate environment. You see, I was so passionate about finance because I knew how hard money was to come by growing up.

My parents didn't have a lot of it, and they worked their fingers to the bone to get what they had just so they could get by living paycheck to paycheck.
I wanted to become an expert in finance so I could ensure my family would never go back to the same place and so I could teach other people who come from similar places to do the same.
I saw every day how Wall Street finance firms overlook those who aren't extremely wealthy.

Unless you meet their "minimum asset requirements", you're not worth the time (which usually starts around $1 million).
My family never had that. And the people I want to serve don't either (yet).
(My first day at my "dream job". Snazzy tie, right?)
That's why I walked out on Wall Street to create Financial University.
(My last day. Couldn't smile too hard and let them know what I was on to.)
Something that ANYONE can join so they can get all the tools, education & guidance they need to build wealth for their family and all the generations that come after that.
I put my all into this platform to ensure that nothing was left out - and it was made in a way that is easy to understand and apply.

We have multiple courses that are designed for each level, so no matter where you're at, you'll be able to get started (and start building wealth) consistently with what’s most important to you in mind.
Whether you're just getting into investing, have been doing it for a while and want to level up or you've been at it for years and need the investing secrets of the 1%, Financial University is designed for you.
I appreciate you for taking the time to read my story and Financial University’s mission. I hope to see you on the inside.

-Jose, The Millennial Money Mentor

Check Out What Our 300+ Members Are Saying:

Fast Track Your Wealth Building Journey No Matter Your Experience Level

FinU 101: Investing Principles (Beginner)

This is for you if...

  • You're making money but don’t know how to invest it
  • ​You know you should begin investing but don’t know how to go about it
  • You've tried investing in the past but lost money because you didn’t really know what you were doing 
  • You genuinely want to know how to use the markets to build generational wealth over the long run 

And you'll learn...

  • How to develop financial goals that actually matter to you along with the habits required to achieve them
  • ​How to audit your current financial situation and figure out where to start
  • ​How to pay down debt while still building wealth for the future
  • ​The ins-and-outs of ETFs, index funds and other investment vehicles and how to position yourself for growth over time 
  • ​How to manage your emotions and avoid "shiny object syndrome" as an investor
  • ​Why risk is required in investing & how to take risk responsibly so you can sleep at night
  • The most important things you need to know about the economy before investing
  • How to take advantage of the markets to grow your wealth faster than saving it in the bank
  • ​And everything else you should know before putting their hard-earned money at risk in the markets 

Fin U 201: Portfolio Construction & Management (Intermediate)

This is for you if...

  • You have some prior investing knowledge but you want to know how to actually apply it in order to construct and maintain a legitimate investment portfolio from scratch 
  • ​​You want to make sure you have all your bases covered with a complete portfolio strategy that is tied to your individual goals and personal preferences
  • ​​You've already started investing and you want to adopt real, long-term strategies for growth, income, retirement, etc.

And you'll learn...

  • The different investing styles used by professionals & how to adopt the one(s) that make the most sense for what you want to accomplish 
  • ​The pros and cons of owning individual stocks
  • ​The pros and cons of diversification & how much is enough  
  • ​How to automate the wealth creation process
  • ​How to build your portfolio as tax-efficiently as possible
  • ​​What to look for when deciding on an investing platform
  • ​And everything that you need to know to manage your investments with confidence 

FinU 301: Fundamental Analysis (Expert)

This is for you if...

  • You want to know how to properly research a company from the bottom-up
  • ​You want to go above and beyond owning index funds and ETFs in your portfolio
  • ​You genuinely enjoy learning about investing/business/finance
  • ​​You want to have a deep understanding of how the financial markets & the fundamentals behind a company
  • ​You want to develop a repeatable framework for researching & identifying potential candidates for your portfolio

And you'll learn...

  • How to conduct fundamental analysis on its company prior to investing in its stock 
  • ​How to read & interpret financial statements & the numbers to focus on 
  • ​Why stock prices don't always reflect a company's value and what to look for instead
  • ​The different valuation methods used by investment professionals to determine a company’s value
  • ​Everything you need to make educated, well-rounded decisions prior to investing your hard-earned money in a company’s stock 

Hey, I'm Jose!
People call me the Millennial Money Mentor.

In 2018, I was living the "American Dream"... but to me it was a nightmare.
As the son of South American immigrant parents, I have always been taught the importance of hard work and honoring people.

I lived by this motto my entire life and it carried me through my college baseball career and into the world I'd always wanted to be in: finance.

After being the first person in my family to graduate from college with my finance degree, I studied hard and got my Series 7, Series 66 & CRPC© certifications (fancy terms for investment advising licenses)..

And eventually landed a job at one of the largest finance firms in the world.
I was doing everything I had once dreamed of...
Employed by one of the most respectable firms in the industry, working hands-on with wealthy clients and getting real, professional experience and education on the subject that meant the most to me.
But something was wrong.
(My first day at my "dream job". Snazzy tie, right?)
It was incredible getting to work with the 1%, but I soon realized that wasn't why I got into this.
As an immigrant to this country, I saw first-hand what it was like to grow up in a socioeconomically disadvantaged and financially illiterate environment. You see, I was so passionate about finance because I knew how hard money was to come by growing up.

My parents didn't have a lot of it, and they worked their fingers to the bone to get what they had just so they could get by living paycheck to paycheck.
I wanted to become an expert in finance so I could ensure my family would never go back to the same place and so I could teach other people who come from similar places to do the same.
I saw every day how Wall Street finance firms overlook those who aren't extremely wealthy.

Unless you meet their "minimum asset requirements", you're not worth the time (which usually starts around $1 million).

My family never had that. And the people I want to serve don't either (yet).
That's why I walked out on Wall Street to create Financial University.
(And my last day. Couldn't smile too hard and let them know what I was on to.)
Something that ANYONE can join so they can get all the tools, education & guidance they need to build wealth for their family and all the generations that come after that.
I put my all into this platform to ensure that nothing was left out - and it was made in a way that is easy to understand and apply.

Whether you're just getting into investing, have been doing it for a while and want to level up or you've been at it for years and need the investing secrets of the 1%, Financial University is designed for you.

We have multiple courses that are designed for each level, so no matter where you're at, you'll be able to get started (and start building wealth) consistently with what’s most important to you in mind.

I appreciate you for taking the time to read my story and Financial University’s mission. I hope to see you on the inside.

-Jose, The Millennial Money Mentor

"Fast Track Your Wealth Building Journey No Matter Your Experience Level"

FinU 101: Investing Principles (Beginner)

This is for you if...

  • You're making money but don’t know how to invest it
  • ​You know you should begin investing but don’t know how to go about it
  • You've tried investing in the past but lost money because you didn’t really know what you were doing 
  • You genuinely want to know how to use the markets to build generational wealth over the long run 

And you'll learn...

  • How to develop financial goals that actually matter to you along with the habits required to achieve them
  • ​How to audit your current financial situation and figure out where to start
  • ​How to pay down debt while still building wealth for the future
  • ​The ins-and-outs of ETFs, index funds and other investment vehicles and how to position yourself for growth over time 
  • ​How to manage your emotions and avoid "shiny object syndrome" as an investor
  • ​Why risk is required in investing & how to take risk responsibly so you can sleep at night
  • The most important things you need to know about the economy before investing
  • How to take advantage of the markets to grow your wealth faster than saving it in the bank
  • ​And everything else you should know before putting their hard-earned money at risk in the markets 

Fin U 201: Portfolio Construction & Management (Intermediate)

This is for you if...

  • You have some prior investing knowledge but you want to know how to actually apply it in order to construct and maintain a legitimate investment portfolio from scratch 
  • ​​You want to make sure you have all your bases covered with a complete portfolio strategy that is tied to your individual goals and personal preferences
  • ​​You've already started investing and you want to adopt real, long-term strategies for growth, income, retirement, etc.

And you'll learn...

  • The different investing styles used by professionals & how to adopt the one(s) that make the most sense for what you want to accomplish 
  • ​The pros and cons of owning individual stocks
  • ​The pros and cons of diversification & how much is enough  
  • ​How to automate the wealth creation process
  • ​How to build your portfolio as tax-efficiently as possible
  • ​​What to look for when deciding on an investing platform
  • ​And everything that you need to know to manage your investments with confidence 

FinU 301: Fundamental Analysis (Expert)

This is for you if...

  • You want to know how to properly research a company from the bottom-up
  • ​You want to go above and beyond owning index funds and ETFs in your portfolio
  • ​You genuinely enjoy learning about investing/business/finance
  • ​​You want to have a deep understanding of how the financial markets & the fundamentals behind a company
  • ​You want to develop a repeatable framework for researching & identifying potential candidates for your portfolio

And you'll learn...

  • How to conduct fundamental analysis on its company prior to investing in its stock 
  • ​How to read & interpret financial statements & the numbers to focus on 
  • ​Why stock prices don't always reflect a company's value and what to look for instead
  • ​The different valuation methods used by investment professionals to determine a company’s value
  • ​Everything you need to make educated, well-rounded decisions prior to investing your hard-earned money in a company’s stock 

When You Enroll In Any Course Today, You'll Instantly Get Lifetime Access To The Financial University Community

  • Get personalized feedback and guidance from financial professionals
  • ​Get quick responses to questions about your financial situation
  • Join the other 300+ (and growing) members and learn with them
  • Attend our bi-weekly Zoom calls for live Q&A's with Jose

When You Enroll In Any Course Today, You'll Instantly Get Lifetime Access To The Financial University Community

  • Get personalized feedback and guidance from financial professionals
  • ​Get quick responses to questions about your financial situation
  • Join the other 300+ (and growing) members and learn with them
  • Attend our bi-weekly Zoom calls for live Q&A's with Jose

Frequently Asked Questions

 Does Financial University Only Apply To People In The US?

-The vast majority of the educational content and resources within Financial University are universal in nature. The only material that is US-specific relates to the taxes, which has its own separate section in the FinU 201 course.

We have members from all over the world including Canada, South America, the Caribbean, India, the UK, Europe, Australia, etc. 

 Do I need prior experience as an investor to join Financial University?

-Nope! We have plenty of first time investors within our community along with more seasoned investors and financial professionals. 

We want to provide our members with the education and support they need to learn the ins and outs of personal finance, beginning with the fundamentals and working all the way up to more advanced concepts.

 Will Financial University manage my investments for me?

-Financial University is strictly an educational platform & community. We do not manage assets or provide investment recommendations to stay in compliance with SEC, FINRA & other securities regulators. 

We are here to teach you how to make your own financial decisions. If you are looking for asset management, Financial University is not suitable for you. 

 I have some experience as an investor. How will Financial University help me?

-We have experienced investors within the Financial University community along with a handful of practicing financial professionals.

Our curriculum provides you with case studies & real life examples of wealth creation and investment management concepts that go above and beyond books or YouTube videos.

Financial University will help you fill in some of the gaps in your prior self-education and will introduce you to more advanced financial planning concepts, portfolio management techniques, tax strategies & more as you progress through the courses.

 How often do you add to Financial University?

-We are constantly adding new lessons to our existing courses, typically on a weekly basis. We plan on continuing to expand our curriculum in the future to add courses on other important areas in finance and investing. 

We are constantly adding downloadable content, resources, articles and more to the Financial University community. 

 Will you provide a refund if I am not satisfied with the courses or the community?

-Yes, we are more than happy to provide any customer a refund if they are not satisfied with the material or presentation. We only want you to pay if you believe you are receiving value from being a part of Financial University.

The conditions are simple:

1) You must make your refund request within 30 days of purchasing.

2) You must have completed less than 50% of the course. With both conditions met, we will be happy to process your refund request.

 Is there a Facebook group for Financial University?

-No need for a Facebook group! Upon enrolling, you will create a profile and will have access to the Financial University community and the course(s) you enrolled in. 

The Financial University community and courses can be accessed all in one place. You can use the community to ask questions, receive support, access downloadable content, post financial wins & more, just like a Facebook group. 

 How long will the courses take to complete?

-Each course varies in completion time. Please see specific detail pages for each course to learn more. You may take as long as you want to complete each course and there are no deadlines.

We want to provide you with a supportive learning environment and we know people vary in how quickly they prefer to take new information in. 

 Are the courses available offline?

-Financial University and its courses are only available online. You will need a reliable internet connection and the videos will optimize based on the strength of your signal. The resources and extra content can be downloaded and accessed offline.

Frequently Asked Questions

 Does Financial University Only Apply To People In The US?

The vast majority of the educational content and resources within Financial University are universal in nature. The only material that is US-specific relates to the taxes, which has its own separate section in the FinU 201 course.

We have members from all over the world including Canada, South America, the Caribbean, India, the UK, Europe, Australia, etc. 

 Do I need prior experience as an investor to join Financial University?

Nope! We have plenty of first time investors within our community along with more seasoned investors and financial professionals. 

We want to provide our members with the education and support they need to learn the ins and outs of personal finance, beginning with the fundamentals and working all the way up to more advanced concepts.

 Will Financial University manage my investments for me?

Financial University is strictly an educational platform & community. We do not manage assets or provide investment recommendations to stay in compliance with SEC, FINRA & other securities regulators. 

We are here to teach you how to make your own financial decisions. If you are looking for asset management, Financial University is not suitable for you. 

 I have some experience as an investor. How will Financial University help me?

We have experienced investors within the Financial University community along with a handful of practicing financial professionals.

Our curriculum provides you with case studies & real life examples of wealth creation and investment management concepts that go above and beyond books or YouTube videos.

Financial University will help you fill in some of the gaps in your prior self-education and will introduce you to more advanced financial planning concepts, portfolio management techniques, tax strategies & more as you progress through the courses.

 How often do you add to Financial University?

We are constantly adding new lessons to our existing courses, typically on a weekly basis. We plan on continuing to expand our curriculum in the future to add courses on other important areas in finance and investing. 

We are constantly adding downloadable content, resources, articles and more to the Financial University community. 

 Will you provide a refund if I am not satisfied with the courses or the community?

Yes, we are more than happy to provide any customer a refund if they are not satisfied with the material or presentation. We only want you to pay if you believe you are receiving value from being a part of Financial University.

The conditions are simple:

1) You must make your refund request within 30 days of purchasing.

2) You must have completed less than 50% of the course. With both conditions met, we will be happy to process your refund request.

 Is there a Facebook group for Financial University?

No need for a Facebook group! Upon enrolling, you will create a profile and will have access to the Financial University community and the course(s) you enrolled in. 

The Financial University community and courses can be accessed all in one place. You can use the community to ask questions, receive support, access downloadable content, post financial wins & more, just like a Facebook group. 

 How long will the courses take to complete?

Each course varies in completion time. Please see specific detail pages for each course to learn more. You may take as long as you want to complete each course and there are no deadlines.

We want to provide you with a supportive learning environment and we know people vary in how quickly they prefer to take new information in. 

 Are the courses available offline?

Financial University and its courses are only available online. You will need a reliable internet connection and the videos will optimize based on the strength of your signal. The resources and extra content can be downloaded and accessed offline.

© Copyright 2020 Financial University. All Rights Reserved.

This site is not a part of the Facebook™ website or Facebook™ Inc. Additionally, this site is NOT endorsed by Facebook™ in any way. FACEBOOK™ is a trademark of FACEBOOK™, Inc.​

The views and opinions expressed in the course & community are solely those of the user who posts them and shall not be misconstrued as financial advice, or proof that any future events may transpire. Investing is inherently risky and must be treated as such. Any decision to invest real money is solely that of the member. Any and all results shown are not typical. You may make more, less, or the same amount. Financial University does not guarantee any money will be made by the student, and it is completely responsibility of the student to invest for herself/himself. Content is for educational purposes only, and Financial University will not be held liable for capital losses.
© Copyright 2020 Financial University. All Rights Reserved.

This site is not a part of the Facebook™ website or Facebook™ Inc. Additionally, this site is NOT endorsed by Facebook™ in any way. FACEBOOK™ is a trademark of FACEBOOK™, Inc.​

The views and opinions expressed in the course & community are solely those of the user who posts them and shall not be misconstrued as financial advice, or proof that any future events may transpire. Investing is inherently risky and must be treated as such. Any decision to invest real money is solely that of the member. Any and all results shown are not typical. You may make more, less, or the same amount. Financial University does not guarantee any money will be made by the student, and it is completely responsibility of the student to invest for herself/himself. Content is for educational purposes only, and Financial University will not be held liable for capital losses.