

Say HOLA to Your Financial Freedom!
Start Your Journey to Financial Independence. Optimize your mindset, increase your wealth, & level up your assets.

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.
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FREE TOOLKIT:
3 FUNDAMENTAL “MONEY MOVES” to Make Before Turning 45
Elevate your money mindset +
make a plan to expand!

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
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T3 Conference

CFP Board Diversity Summit
START YOUR JOURNEY TO WEALTH TODAY.
Explore places you’ve only ever dreamed of,
with an approachable guide and map to get you there.
REAL PEOPLE, REAL RESULTS
"I’m On My Way to Wealth.
Super Excited to implement the strategies from the various industries to create wealth!"
-@samcolemanhomes on Apple Podcasts