From Your First Investment to Wall Street Fluency
Start with 5-minute daily lessons and build up to advanced concepts like valuation, portfolio design, and market strategy — all in plain English. Helping the Next-Gen create new wealth.
Get Early Access
Intro to Investing available now • Investing Scholars program currently enrolling • Drop your email for full details and early access.
Two Paths, One Academy
Whether you want to build personal wealth or break into Wall Street, we've designed the perfect learning experience for your goals.
Intro to Investing
🎯 Start Here If You're New
Build investing confidence with 5-minute daily lessons, interactive quizzes, and practical challenges. Perfect for beginners who want to master personal finance and start investing.
Duration: On Your Own Schedule
Format: Bite-sized videos + quizzes
Perfect for: Beginners, busy professionals
Investing Scholars Program
🚀 For Aspiring Finance Professionals
Comprehensive training for investment banking, private equity, and venture capital careers. Live classes, guest speakers, and real-world projects.
Next Cohort: September – May
Format: Live classes + assignments
Perfect for: Ambitious students and career switchers
Both courses are taught by Jacob Tucker, CEO of Winford Wealth — a former investment banker and investor at firms like Evercore and Blackstone — alongside guest speakers from top banks, funds, and startups.
What You Will Learn
Intro to Investing Curriculum
What investing really means and why it matters
How to open and fund a brokerage account
Stocks, ETFs, and index funds explained simply
Building your first diversified portfolio
Understanding fees, taxes, and compound growth
Risk management and dollar-cost averaging
Investing Scholars Curriculum
Personal finance and investing essentials
Accounting, financial modeling, and Excel
Valuation methods including DCF, comps, and multiples
Capital markets, equity research, and M&A
Venture capital and private equity fundamentals
Career prep includes networking support & Investing Scholars Certificate
Meet Your Coach
Jacob Tucker
CEO & Founder, Winford Wealth
Originally from Los Angeles, Jacob completed his bachelor's in economics and master's in computer science from the University of Chicago in four years. He started his Wall Street career as a Summer Analyst at Evercore's Investment Banking Restructuring group before joining Blackstone as a Private and Distressed Debt Investor for three years.
At Blackstone, Jacob helped lead on-campus recruiting for summer analysts and interns while developing training programs for new hires. This experience directly shapes the Finance Academy's curriculum and approach to preparing students for elite finance roles.
In his free time, Jacob enjoys playing tennis.
Enrollment Options
⚡ Limited spots remain for September 2025 Investing Scholars Cohort
Subscription Access
$3.99/month subscription includes Intro to Investing and Investing Scholars program access • Message your coach in-app to opt-in
- Live video classes
- Optional tailored assignments to boost retention
- Top performer connections with industry professionals
- All guest speakers
- Career support
- Plus all Winford app personal finance features
One-Time Payment
Course-only access to either Intro to Investing or Investing Scholars program
- Live video classes
- Optional tailored assignments to boost retention
- Top performer connections with industry professionals
- All guest speakers
- Career support
Educational Disclaimer
The Winford Wealth Finance Academy is designed for educational purposes only. The content, materials, and discussions provided in this course are intended to enhance your understanding of finance, investing, and related topics. Nothing in this course constitutes financial advice, investment recommendations, or professional guidance for your specific financial situation. All investment decisions involve risk, and past performance does not guarantee future results. We strongly encourage you to consult with qualified financial advisors, tax professionals, and legal counsel before making any financial or investment decisions. By enrolling in the Finance Academy, you acknowledge that you are responsible for your own financial decisions and that Winford Wealth and its instructors are not liable for any actions you take based on the educational content provided.