ABOUT LUIS

I came to the U.S. from the Dominican Republic when I was 11 years old. As an immigrant, I had to learn two languages: English, and money. I did not learn personal finance concepts at home or in school, so I can relate to professionals who are advancing in their careers as they plan for their futures, yet feel a certain inadequacy around money.

Seeing my parents' journey to create a better life for us inspired me to do better, not only for myself, but for others looking to build a better financial future for themselves. I personally observed how much harder it can be for women. My mother had to do very physical jobs her whole life, while also raising 6 kids (me, my brother, and four sisters) and taking care of elderly parents. She also outlived my dad, which further compounded the need for her financial security.

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 look forward to meeting you and learning more about your goals and aspirations.

When I am not working on the On My Way to Wealth  blog or podcast, I stay busy as the owner of a financial planning and investment management firm, Build a Better Financial Future, and as co-founder of the DEI initiative to increase minority presence in the financial field called The BLX Internship, where I co-host the Diversity in Action™ Podcast.

I currently live in Las Vegas, NV with my wife, Alison. In my spare time, I enjoy hiking, walking on the beach, or eating at one of my favorite vegan restaurants in the Los Angeles area or Las Vegas.