Welcome! I'm Jose Gadea. My background in investment banking and venture capital has shown me that a strong foundation of vision, strategy and financial discipline is what creates long-term value. I’ve seen how these principles position both organizations and the individuals behind them for success. My goal is to translate that high-level mindset into a roadmap that helps you achieve success according to your own vision.

I specialize in three core areas:

• Personal Financial Coaching: I serve clients by creating the roadmap and accountability of their financial vision. Focusing on behavior change and long-term wealth journeys. Improving budgets, managing debt, and planning for the future empower my clients to make confident financial decisions.

• Strategic Finance Partnership: Every industry is different; nonetheless, all businesses need to be profitable. I partner with small and mid-sized businesses by applying analytical rigor to cash flow and industry-specific nuances. I ensure your business is built on a stable foundation to scale and be profitable.

• Venture & Startup Advisory: I support early-stage founders in understanding how the VC industry operates, validating their thesis, creating market traction, and being ready for investment. My goal is to provide the guidance for your startup to navigate the roller coaster ride of the next 10 years.

If you want to learn more, book a free 30-min meeting with me here -https://calendly.com/jose-gadeafs/free-consultation

Or email me at hello@gadeafs.com

Gadea Financial Services

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Gadea Financial Services

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