top of page
ESCUCHA EL PODCAST
About
IMG_8227.jpg

Optimice sus habilidades financieras ahora

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.

SERVICES

Luis hace más que hablar: establece el tono y abre la palabra para una conversación significativa. 

Hablar de dinero, riqueza y finanzas no tiene por qué ser intimidante, incómodo o abrumador. 

 

Anima a tu audiencia a entrar en un nuevo capítulo, donde toman el asiento que les corresponde en la mesa. Capacite a sus empleados o oyentes y reserve a Luis para su próximo evento.

21006fa9-8b9e-423f-8960-08962a1eeab5.JPG

Asociación de Profesionales Latinos

para América

IMG_6104 (1)_edited.png

Conferencia T3

0338.JPG

Cumbre de Diversidad de la Junta de CFP

bottom of page