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On My Way to Wealth

Luis Rosa, CFP® EA
InvestingBusiness

Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador and host, to speaking at the CFP Board Center for Financial Planning’s Diversity Summit, Luis uses his platform to help spread financial literacy via media outreach as well as encourage younger and diverse planners to join and thrive in the industry. He is the host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and LatinXcellence – an initiative that seeks to bring awareness to and help close the wealth gap in the LatinX community. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch, as well as Investopedia Top 100 Financial Advisors in 2020.

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Latest Episodes

The New Year is upon us, and with a new year comes a new tax season. Tune in to listen to the things you should know to help you get prepared for tax season and get your refund on time. more

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Reviews

5 out of 5 stars from 14 ratings
  • Best Financial Podcast!

    Luis is a highly intelligent, skilled, and experienced Certified Financial Planner. His integrity is impeccable and he genuinely cares about people. Thank you for putting together all of this great content on your weekly podcast to provide even more value to a broader audience. 👏🏻👏🏻

    Apple Podcasts
    5
    AliE1022
    United Statesa year ago
  • True to the game!

    After listening to episode 25 I knew I was going to listen to the older episodes and future ones! Great advice that is concise and easy to understand. Simplifies complex context. Thank you Luis for what you do! We appreciate you.

    Apple Podcasts
    5
    Gusss C
    United States2 years ago
  • Fantastic and timely advice

    Great advice that is current from a fiduciary financial planner. He explains important concepts and ideas without selling you. Just helping you on your journey. Easy to listen to and learn from. Check him out!

    Apple Podcasts
    5
    bbehl42
    United States2 years ago
  • One of the best in the business

    I started working with Luis about 6 years ago and it was one of the best decisions of my life. Not only is he excellent at what he does, but he is both personable and approachable, as well as open to sharing his knowledge in order to educate you as a client. I definitely look forward to every new episode of this podcast to broaden my horizons on topics that are quite frankly difficult to comprehend without professional guidance that will cost you $$$$

    Apple Podcasts
    5
    Guajitafgpin
    United States2 years ago
  • Stoked!

    Can’t wait to hear more about you and your story... and certainly looking forward to your tips and tricks!

    Apple Podcasts
    5
    ljm702
    United States2 years ago

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