Luis Rosa (CFP®, EA)

Luis Rosa focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Millennials
  • Tax Planning

Planning Specialties

Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On My Way to Wealth podcast. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch. From participating as an FPA NexGen Ambassador & Host, to speaking at the CFP Board’s Diversity Summit, Luis uses his platform to help spread financial literacy as well as encourage younger and diverse planners to join and thrive in the industry.

NAPFA Start Date

May 14, 2020

Submit
Submit

This Office

2831 Saint Rose Pkwy Ste 200 Henderson, NV 89052-4841 Phone: (646) 397-6292