Author: Luis Rosa

The BLX Internship – The Way Forward!

In this episode, Luis introduces the BLX Internship Program. Founded by Chloe Moore, CFP®,  Shawn Tydlaska, CFP®, Emlen Miles-Mattingly, and Luis F. Rosa, CFP® EA, the BLX Internship Program’s goal is to provide opportunities for at least 100 aspiring Black and LatinX financial planners to obtain a paid internship with a fee-only financial planning firm in the summer of 2021. We believe this is the way forward for the future of the financial planning profession.

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How To Own Your Adversity & Act On Your Biggest Dreams (podcast)

In this episode, Luis speaks with Cady North, CFP®. Cady North is an author, podcast host, speaker, investment advisor and the founder of North Financial Advisors. After 5 years owning her own financial planning business, Cady realized a common theme among many clients and prospects is that we all can name big dreams we have for ourselves, but very few of us are actually living them. We often find ourselves burned out and wondering what’s next. We easily move on to the next thing rather than doing the inner work necessary to match our outer dreams. Knowing there is a limit to the number of people Cady can reach one-on-one, she wanted to write a book exploring ways which people have overcome their adversities to live their biggest dreams.

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Should I Use My Old 401K To Pay Off Debt? (Podcast)

In this episode, Luis speaks about whether or not you should use your old 401k to pay off debt. 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 Investment News 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch, as well as Investopedia’s 100 Top Financial Advisors of 2020. 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

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