Jose Perez


My name is Jose Perez. In July 2019, I left a career in banking to become an entrepreneur. I have worked in banking for the past 30 years, mostly in audit and compliance roles. Unlike most people who leave a 9 to 5 job (it was more like 9 to 8, in my case), I am not resentful of my banking career. I learned a lot, and I’m thankful for that. But I wasn’t happy anymore. It was just time to make a change.

I have always been an entrepreneur at heart. Fortunately for my family and me, I did well in my banking roles, but unfortunately for the entrepreneur in me, I didn’t have much time to pursue business ideas. Things have changed now.  

Instead of just retire, I have decided to challenge myself. See details at the Rules and Goals of Finance Notebook.

Who is Finance Notebook for?

✔︎ If you are looking for extra money to tide you over

✔︎ If you are always stressed, negative, or unhappy at work

✔︎ If you lack passion

✔︎ If you don’t fit in with the corporate culture

✔︎ If you no longer have good work-life balance

✔︎ If your skills are underutilized

✔︎ And you want to start a new adventure as an entrepreneur 

You are in the right place

My Approach

Useful Information

One common theme I see in the online world is that the primary goal of most blogs is to sell products. Don’t get me wrong. Finance Notebook is a for-profit website because I need to meet my annual income goals. But the main goal will not be to make money but to provide useful information and tools. 

Apprentice Entrepreneur

Another theme that I have noticed is that a lot of people in the online world consider themselves business experts. I get it! People are not going to listen to someone who doesn’t know anything about the topic. Finance Notebook is different. I am not an expert. I am, and probably will always be an apprentice entrepreneur.

The Premise of Hard Work

Finance Notebook will not offer get-rich-quick schemes. While I will strive to provide efficient tools to help you be better as an entrepreneur, we will have to work hard to earn significant money. 

I’m excited! Let’s do this together!!

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