Make Better Financial Decisions with Better Information
Mucho gusto ¡Me llamo Luis!
You deserve transparent and clear information to help you grow your personal finances.
As an immigrant and minority in the financial industry, I’m not your typical financial advisor and podcast host! It’s important to me 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 education custom fit to your needs.
Listen to the Latest Episodes
SPEAKING
HIRE LUIS ROSA TO SPEAK AT YOUR NEXT EVENT OR INVITE HIM TO BE A GUEST ON YOUR PODCAST!
LUIS DOES MORE THAN SPEAK
He sets the tone, and opens the floor for meaningful conversation. Talking about money, wealth, and finances doesn’t need to be intimidating, uncomfortable, or overwhelming.
Enliven your audience to step into a new chapter, where they take their rightful seat at the table. Empower your employees or listeners and book Luis for your next event.
Association of Latino Professionals
For America
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T3 Conference
CFP Board Diversity Summit