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ABOUT LUIS

I came to the U.S. at age 11 from the Dominican Republic. I was inspired by my parents to work hard and pursue an education. However, I was not taught about personal finance at home or in school, and had to learn a lot about financial independence the hard way. 

 

I became a CERTIFIED FINANCIAL PLANNER™ professional to help others pursue their goals, and because of that, I am an advocate for keeping financial planning simple. 

 

When I am not working on the On My Way to Wealth  blog or podcast, I stay busy as the owner of a financial planning and investment management firm, Build a Better Financial Future, a co-founder of the DEI initiative to increase minority presence in the financial field called The BLX Internship,where I co-host the Diversity in Action™ Podcast, and the founder of the LatinXcellence Movement.

 

I currently live in Southern California with my wife, Alison. In my spare time, I enjoy hiking, walking on the beach, or eating at one of my favorite vegan restaurants in the Los Angeles area.

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Luis is proud to have received the following accolades:

ABOUT THE

PODCAST

The On My Way to Wealth Podcast is for anyone looking to expand their financial knowledge.

 

Whether you’re looking to start your financial wellness journey, or you’ve been at it for years but have found the financial industry too rigid, elitist, and exclusionary, On My Way to Wealth has something for everyone.

 

Increase your financial aptitude by expanding your money mindset and financial planning prowess. Wealth isn't for a select few, wealth is for you.

 

Subscribe wherever you listen to your favorite podcasts for weekly episodes.

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Image by Will Francis
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