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Conversations with Financial Professionals Interview

The financial services industry is changing. In this episode, Luis Rosa and Dominique Henderson talk about how to become a financial advisor and how to find your niche. Luis is the host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and LatinXcellence – an initiative that seeks to bring awareness to and help close the wealth gap in the LatinX community.

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Find Your Place in the Profession

Luis F. Rosa, CFP®, EA, spoke at NexGen Gathering about his career path within financial planning, diversity in the financial planning profession, and how the next generation of planners can find their own place in this profession – even if it doesn’t exist yet. As a firm owner, Luis spends a notable amount of time involving himself in the profession. He firmly believes that, in order to positively impact his clients – and the profession as a whole, it’s important to be involved as a mentor. He’s involved as a mentor through NexGen, attends conferences frequently, and also focuses on one-on-one, informal mentorship of new planners. Luis is passionate about focusing on building up the next generation and he loves to participate in focused mentorship of potential new minority planners. He also encourages other planners and work to continue building the profession. In this episode, Luis shares importance of mentorship, how to define your place within the profession as a new planner, and how you can find a home within financial planning. You won’t want to miss this!

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InvestmentNews 40 Under 40 Class of 2019

Honored to be part of the 2019 class of 40 Under 40 from InvestmentNews and sharing the cover with Julia Wiss and Anders Jones. The 40 Under 40 Award is an annual award owned by InvestmentNews, a media company. Individuals may nominate themselves and no fee can be paid to be considered for or receive the 40 Under 40 Award. Minimum qualifying criteria include receiving a nomination for the award, being under the age of 40, and working primarily in the financial advisory industry, Eligibility for the award is determined by accomplishments to date, contribution to the industry, leadership, and promise. For the detailed requirements of the InvestmentNews 40 Under 40 Award, please visit: https://www.investmentnews.com/section/awards-and-recognition/40-under-40

In The News Blog Updates