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Building Generational Wealth for
Latino Executives 

"You broke the ceiling. Let's build the wealth to match".

Strategic wealth management for
Latino executives navigating equity compensation, complex tax decisions, and the responsibility of being first - for their family and their community.

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As seen in.....

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Third-party logos are used for informational purposes only and do not imply affiliation, endorsement, or sponsorship. “As Seen In” references identify media appearances only and do not reflect a positive experience, endorsement, or opinion of the Adviser by the referenced publications.

About
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You've Earned a Seat at the Table. Now It's Time for a Wealth Strategy That Matches it.

As a Latino financial advisor who's worked with executives navigating equity comp, deferred compensation, and multi-generational financial responsibility, I bring both technical depth and cultural fluency - no translating your reality required.

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I understand the weight of being "the first" and can help you build a plan sophisticated enough to match where you are now.

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YOUR WEALTH STRATEGY
STARTS HERE.

You've already arrived. Let's make sure your wealth strategy has too. 

Frequently Asked Questions

MENU

New York City:
111 W 33rd St #1410

New York, NY 10001

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Westchester:

75 South Broadway, 4th Floor

White Plains, NY 10601

©2026 Build a Better Financial Future LLC

Luis Rosa is an investment advisor representative registered with Savvy Advisors, Inc. (“Savvy”).  All investment advisory services offered by Luis Rosa are offered through Savvy. Build a Better Financial Future LLC is an independent marketing brand name used by Luis Rosa for advertising and marketing purposes only.  Build a Better Financial Future LLC and Savvy are not related or affiliated. For more information about Savvy, please visit our website.

 

All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”).  Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.

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