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.
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.