Investopedia 100 Top Financial Advisor 2022
Honored to be named Investopedia 100 Top Financial Advisor for a third year in a row!
Honored to be named Investopedia 100 Top Financial Advisor for a third year in a row!
Watch the video with some tips from Luis in this interview via Scripps National News about what's likely to impact your 2021 taxes and how to position yourself to get your tax returns processed in a timely manner.
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.