At Portal we believe that financial literacy should not be a privilege reserved for the few—it is a fundamental right that everyone deserves. We are committed to offering accessible services that prioritize demystification and decolonization of wealth.

Everyone deserves financial liberation and we're committed to making it a reality for all.

The traditional financial industry often imposes barriers to entry, making it prohibitively expensive for most people, and requiring substantial assets to receive attention and consultation.

Our breadth of services encompass a varied range of financial solutions. Our commitment to providing diverse, reliable, and client-centered financial solutions underscores our credibility and dedication to empowering our clients’ financial well-being.

We offer equal access to the same education, products, services, and solutions typically reserved for the wealthy few. And, our inclusive approach to financial planning ensures that everyone, regardless of their socioeconomic background or circumstances, has access to the tools and resources they need to flourish.

Through personalized guidance and transparent communication, our clients are empowered to navigate the complexities of finance with confidence and clarity.

We assist our clients by offering free financial education to enhance their financial literacy. Additionally, we provide a complimentary financial strategy that encompasses six essential steps to achieving financial independence.

1. Cash Flow

2. Emergency Fund

3. Debt Management

4. Proper Protection

5. Asset Accumulation

6. Estate Preservation

These steps include solutions related to business, retirement, and legacy strategies, as well as insurance protection and wealth advising.

We are proud to have some of the top product providers on our platform which allows us to give our clients strength in selection. Being non-captive allows us to help clients get the right products and providers that best fit their needs.

In a comprehensive financial strategy planning session, clients can expect a personalized and in-depth analysis of their financial goals, needs, and resources.

Together, we review your current financial standing—including assets, liabilities, income, and expenses—and we discuss your short-term and long-term objectives, whether it's saving for retirement, starting a community project, or funding education.

Using this information, we develop a customized financial strategy matching you to services and solutions tailored to your unique needs and circumstances, with actionable steps to help you achieve your financial goals and secure your future.

Throughout the process, you can expect transparent communication, ongoing support, and annual reviews to guide you on your financial journey.

Services are provided at no cost to you. Compensation in earned on a commission basis through the products and solutions you can choose to utilize based on the recommendations in your comprehensive strategy.

All sessions are currently conducted remotely via Zoom.

eréndira jiménez esquinca

licensed financial professional

license #4405839

san diego, ca