
Hiii All!
I’m Jumari!! I’m an Analyst in Finance for a Consulting Team! My Team does business mainly with big companies, and I have to analyze their Financial stability. One day analyzing one of my favorite Companies (Amazon), I realized that what these Companies do to be financially stable is pretty much the same thing a person should do; so that made me remember my other passion: Personal Finance. And as a few Friends and Family have come to me asking how they can start investing, I had the idea to share all my knowledge here and hope it can help you!!
I will translate all posts into Spanish, so my knowledge and experience can reach and help more people. I also will post free tools from different companies that can help you. So, please reach out to me and let me know how this is helping you; that will motivate me to post more often!!
I also have a Jewelry Store. Go and visit and show some love: https://heavenlyjewelry.store/
JCC
How this passion started and my experience:
When I was a kid, my grandpa gave money to my brothers and me, 3 TIMES A WEEK!! Yes, 3 times!! So, you can imagine how happy we were – It was every Tuesday, Friday, and Sunday (on Sundays, the money was double!! I loved Sundays so much haha). That started when I was 7 years old, and I remember I ALWAYS split that money between WANTS and SAVINGS! (I wish I also knew about investing at that age tho) and funny enough, as I always had money, some relatives started borrowing from me lol (not much, though). They were surprised at how a kid could manage money that well without anyone telling or teaching her. As a kid, I thought my grandpa was doing it so we could buy whatever we wanted, in other words, ” spoiling us,” but growing up, I noticed how many people said he was a great manager at the Company he worked for and an excellent Money Manager!! So, I realized that he wanted to see how our relationship with money was. And, with that, he taught me that it is all in your mindset of abundance and your management strategy.
So, when I got to college, I earned my Bachelor’s in Finance & Investments, and now I work in a Finance and Insurance Company, which gives me great exposure to see how People and Companies get Financially Stable. I also got licensed in Life Insurance as I noticed and learned that financial stability comes with financial protection. So, if you ever want to know which Life Insurance is best for you and who offers it, reach out!! I will also post information about it on this website.