Episode 038

Growing Up Latino With Luis F. Rosa

In this Hispanic Heritage Month Edition episode, Luis is interviewed once again by Emlen Miles-Mattingly, host of the Minority Money Podcast.

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. 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.

Notes:

In this episode, you’ll learn about the following and more:

  • Luis’ background and upbringing
  • How Luis’ Hispanic Heritage has shaped his career
  • Building a Better Future Through Holistic Financial Planning
  • Luis’ best piece of advice for all Hispanic men and women currently working hard to go after their dream

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