Luis Rosa, CFP®, EA
Building Generational Wealth for Latino Executives.
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Serving Clients Nationwide
Building Generational Wealth for Latino Executives.
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 11 — and like a lot of first-generation professionals, I learned two languages growing up: English, and money.Today I work with Latino executives who are navigating equity compensation, tax strategy, and generational wealth-building — often as the first in their family to do it, with no playbook to follow.
As a CFP® professional and IRS Enrolled Agent, I bring the technical depth that level of wealth requires, plus something a lot of advisors can't offer: I understand what it means to be first. We're not starting with the basics — we're building a strategy built for where you already are.
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 means to be the first of many in my family to reach this level. That understanding, combined with my tax planning background, means I'm not just building a generic plan — I'm building one that accounts for the full complexity of your financial life and the reality of the path that got you here.
Q: What areas of expertise do you have?
Luis: I'm a CERTIFIED FINANCIAL PLANNER™ professional and IRS Enrolled Agent, and I focus on the financial complexity that comes with executive-level success: equity compensation, tax strategy, and long-term wealth building. My tax background means I integrate tax planning directly into the overall financial plan, rather than treating it as a separate conversation — so decisions around your equity, investments, and income are coordinated, not made in isolation.
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
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've earned real success — now you deserve a wealth strategy sophisticated enough to match it.At Build a Better Financial Future, we work with Latino executives who are often the first in their family to reach this level of income and leadership. That means navigating equity compensation, complex tax decisions, and the responsibility of building wealth with no family blueprint to follow.
We have both technical depth and a real understanding of what it means to be first — for your family, and often for your community.
Let's build a plan that matches everything you've already built.
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 work with Latino executives — accomplished leaders who are often the first in their family to reach this level of income and influence. Though they come from a range of backgrounds, what they share is having built serious careers and now needing a wealth strategy sophisticated enough to match: navigating equity compensation, complex tax decisions, and long-term wealth building.
Even at this level of success, many haven't had a blueprint for this next stage — because it wasn't something modeled for them growing up. They're looking for an advisor who brings real technical depth and understands, firsthand, what it means to be first.
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
- Beach
- Board Games
- Dancing
- Eating Out
- Family
- Reading
- Walking
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Foreign-Born Individuals
- Gen X
- Hispanic | Latino
- Immigrants
- Intergenerational Families
- Living in Retirement
- Young Families
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