NAPFA Spring 2023 National Conference Speaker

Hola, me llamo Luis Rosa! Rosa came to the U.S. at age 11 from the Dominican Republic. He was inspired his parents to work hard and pursue an education. However, Rosa was not taught about personal finance at home or at school and had to learn the hard way. Rosa became a CFP® professional in order to help others pursue their goals. He does his best to keep it simple, so no fancy jargon or investment terms. It’s all about a client’s vision of success and how he can help them on their way to building a better financial future. In 2020, Rosa launched Build a Better Financial Future, LLC to focus on helping his clients with financial planning, investment management, tax preparation and planning in a comprehensive manner. Rosa is very active in the profession and helps young and diverse planners enter and succeed in the industry. He is co-founder of the BLX Internship Program, an internship program designed for aspiring Black and Latinx financial planners. Additionally, Rosa is one of the few Spanish-speaking CFP® professionals in the country and aims to help those seeking true guidance. He serves as a CFP Board Ambassador and a board member on the CHIP Professionals Advisory Board. Rosa currently lives in Los Angeles with his wife, Alison. He lived in New York for the majority of his adult life and currently travels there throughout the year to visit family and existing clients. When not helping a client, sharing financial insights on the On My Way to Wealth Podcast, volunteering, or hosting an event, you can find Rosa eating at one of his favorite Vegan restaurants, visiting a beach, or walking a trail in the Los Angeles area.