Eric Estevez – Financial Professional & Financial Literacy Advocate

Personal Notes

Hi all, I’m committed to spreading the word of financial literacy through blogging, speaking, freelance writing, and being a money coach. You can find me at my blog (www.jiujitsufinance.com), where I’ve combined my passion for grappling and finance by teaching you how to do financial jiu-jitsu!

Bio

After hearing the experiences of my family members who fled Communist Cuba, I’ve come to appreciate the luxury of opportunity. For that reason, I started providing my services in order to spread knowledge I’ve gained through a decade long career in the financial/tax accounting.

As for my personal story, I grew up thinking I was going to replace Derek Jeter as the next shortstop for the New York Yankees, but that idea quickly went south at around the age of 16. At that point, my father influenced me to read a book that he thought would really help me going forward. Against my will, I gave in and read “Rich Dad, Poor Dad” by Robert Kiyosaki. That recommendation went on the shape my life. That was the first of many books I would get my hands on. I went from Kiyosaki to Tony Robbins to Napoleon Hill to many other classics.

After reading extensively and observing entrepreneurship through my family, I knew I wanted to pursue a career in business/entrepreneurship. To what capacity I didn’t know. What I did know was that if you didn’t know your numbers, you didn’t know your business. That led me to Accounting. I majored in it and eventually began a career. My first day was September 15th, 2008 aka the day that Lehman Brothers went bankrupt and started “The Great Recession.” I had a unique view as a rookie to witness the arguments between bankers and auditors, as to the status of their situation.

While working in the corporate world, I started a tax preparation business on the side. As I gained clientele, I became the “go to” guy in my social circles for personal finance questions. After several years of this, I began to see patterns of behavior. With each unique problem, I researched a fix. This experience, along with my own personal struggles with money, has led me to helping others through the vehicle of finance. I believe I can help people release the stress of financial pressure from their life. Doing so has become my life’s purpose.