Category: Podcast

Balancing Your Life & Finances

In this episode, Luis talks to Dasarte Yarnway & Emlen-Miles Mattingly. Dasarte & Emlen are both financial planners who host podcasts, own their own independent wealth management firms, and are influencers in the financial planning profession.

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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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