02/08/2026
Welcome! I’m Jose Gadea, owner of Gadea Financial Services. Through my career in investment banking and venture capital, I’ve learned that a strong foundation in vision, strategy and discipline is what creates lasting growth. I’ve witnessed these principles position both companies and families for success, and my goal is to help you achieve yours.
How I can help you build your foundation:
🏠 For Individuals & Families: I act as your personal finance coach, creating the roadmap and accountability you need to reach your vision. We focus on behavior change, managing debt and improving budgets so you can make confident decisions for your future.
📈 For Small & Mid-Sized Businesses: Every business needs to be profitable. As your Strategic Finance Partner, I bring analytical rigor to your cash flow and industry nuances, ensuring your business is built on a stable bedrock that is ready to scale.
🚀 For Startup Founders: Navigating the startup roller coaster requires a solid plan. I help early-stage founders understand the VC landscape, validate their thesis, and build the traction needed to be investment-ready.
I believe that disciplined stewardship creates the highest value for everyone. Let’s build your foundation together.
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 [email protected]
