Luis Rosa Email & Phone Number

Hola, me llamo Luis! I came to the U.S. at age 11 from the Dominican Republic. I was inspired by my parents to work hard and pursue an education. However, I was not taught about personal finance at home or at school, and had to learn the hard way.Some of the biggest money mistakes I made when I was younger:I failed to pay myself first. I tried to save what was left after spending, instead of spending what was left after saving.I over borrowed on my student loans in college for “living expenses” which really was translation for Spring Break in Cancun!I got credit cards in my freshman year of college before I even got a job! (To be fair, they did include the credit card applications inside the books at the bookstore, I could not resist!)I became a CERTIFIED FINANCIAL PLANNER™ professional in order to help other First Gen wealth creators like myself pursue their goals. I do my best to keep it simple, so no fancy jargon or investment terms. It’s all about your vision of success and how I can help you on your way to building a better financial future.I currently live in Los Angeles with my wife, Alison. I lived in New York for the majority of my adult life, and currently travel back there during the year to visit family and existing clients. When not helping a client, volunteering, or hosting an event, you can find me eating at one of my favorite Vegan restaurants or beaches in the Los Angeles area.I encourage you to contact me to make an appointment for a complimentary consultation to see how I can help you build a better financial future!

Atlanta, Ga, Us

In partnership with NAPFA, this program was created by four fee-only financial planners who had a vision to change the complexion of the financial planning profession. Thus, the BLatinX Internship Program (BLX) was born. Our goal is to place at least 100 aspiring Black and Latinx financial planners with meaningful paid internships for the summer of 2021. This program is open to both students and career changers.