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In this episode, we sit down with Luis Rosa, Founder of Build a Better Financial Future, an RIA that partners with Gen X and Gen Y. He’s also a co-founder of the BLX internship program, an internship program for aspiring Black and Latinx financial planners. In this discussion, we dive into how you can cut through the noise with Gen X and Gen Y and why going digital first, sharing your own experiences is the way to go. To check out the internship, head to https://blxinternship.org/

Honored to be included in this list along with so many great colleagues, including two of my BLX Internship co-founders. I am proud of what we've accomplished thus far, and I look forward to an impactful 2022.

I spoke with MarketWatch about where to get more than the average 0.06% yield in your savings account.

I want the planning process to be productive and empowering for my clients—not overwhelming, which is one reason I choose a modular approach to financial planning. In a planning engagement the full financial plan is usually the deliverable. Modular financial planning helps these clients address their long-term financial needs and opportunities, as well as their more urgent needs, by breaking planning down into separate or independent parts.

En Estados Unidos, el crédito no sirve solo para pedir préstamos. Se necesita para la mayoría de las cosas importantes como la compra de una casa o de un auto. Si acabas de mudarte aquí, te explicamos cómo comenzar a generarlo.

This event was the first Diversitas regional event hosted by California Lutheran University Financial Planning and California State University Northridge Financial Planning. Diversitas is an event where financial planners and wealth managers come together with career influencers to discuss financial planning with young people and career changers.