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Luis Rosa, CFP®, EA

We Help First Gen High Earners & Retirees Build & Grow Wealth

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Build a Better Financial Future, LLC Luis Rosa, CFP®, EA
New York, NY

Serving Clients Nationwide

We Help First Gen High Earners & Retirees Build & Grow Wealth

646.397.6292

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Luis Rosa, CFP®, EA

Hi, I'm Luis Rosa. I came to the U.S. from the Dominican Republic at age 11. As an immigrant, I had to learn two languages: English, and money.

My parents instilled hard work and education as pillars of success. I did not get a chance to 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 to empower others to build a better financial future for themselves. More specifically, I observed how much harder it can be for women, as they tend to more likely be in a caretaker role. My mother had to do very physical jobs her whole life, while also raising six kids 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 builders build and grow wealth. 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.

Q&A with Luis Rosa

Q: Is there a unique approach that sets you apart?

Luis: As a first generation wealth creator myself, I know what it's like to be the first of many in my family. I understand where the client is coming from, and I provide a safe space to not feel judged or inadequate, and provide information to empower my clients to make decisions they feel confident about. My tax background also sets me apart as I integrate it into the overall planning process, which helps better coordinate strategies for the client.

Q: What areas of expertise do you have?

Luis: 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. In addition to being a Certified Financial Planner®, I also have an IRS Enrolled Agent designation and I incorporate my tax planning expertise into the financial planning process in order to help clients optimize their investments and revenue streams as we work toward achieving their goals.

Q: What is your favorite part about working with clients?

Luis: I love providing clients the clarity and piece of mind that they need to focus on living their lives. Establishing long-term relationships with my clients and seeing them grow and get closer to their goals is one of my favorite parts about what I do.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®
  • Enrolled Agent (EA)

Affiliations

  • Financial Planning Association

Primary Location

111 W 33rd Street Suite 1410, New York, NY 10001

Additional Locations

📍 75 South Broadway, 4th Floor, White Plains, NY 10601

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About Build a Better Financial Future, LLC

You deserve transparent and clear information to help you grow your personal finances.

At Build a Better Financial Future, we're not your typical financial advisors. It’s important to us that you experience...

No elitism. No stuffy office. No confusing jargon. No exclusivity.

Let’s leave the pretense in the past, and start a financial journey custom fit to your needs.

How can I help?

▪️ ​​Investment Management

End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.

▪️ Tax Optimization

We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.

▪️ Financial Planning & Analysis

Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.

▪️ Retirement Planning

Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.

Who We Serve

I help high-earning first generation wealth creators. Although not from any specific background, they are the first in their families to be making high six figures and achieved the level of income and wealth that they have.

Even though they're high earners, they still feel some inadequacy around money because they did not learn it at home or in school, and are looking to team up with a financial planner that can help them navigate their finances and work toward their goals.

Disclosures:

Luis Rosa is an investment advisor representative registered with Savvy Advisors, Inc. (“Savvy”). All investment advisory services offered by Luis Rosa are offered through Savvy. Build a Better Financial Future LLC is an independent marketing brand name used by Luis Rosa for advertising and marketing purposes only. Build a Better Financial Future LLC and Savvy are not related or affiliated. For more information about Savvy, please visit our website.

All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.

Education

Purchase College, SUNY, Bachelor's Degree, Economics

Hobbies and Interests

  • Family

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Foreign-Born Individuals
  • Gen X
  • Hispanic | Latino
  • Immigrants
  • Intergenerational Families
  • Living in Retirement
  • Young Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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