Luis F. Rosa, CFP^®

I came to the U.S. from the Dominican Republic when I was 11 years old. As an immigrant, I had to learn two languages: English, and money. I did not learn personal finance concepts at home or in school, so I can relate to professionals who are advancing in their careers as they plan for their futures, yet feel a certain inadequacy around money. Seeing my parents' journey to create a better life for us inspired me to do better, not only for myself, but for others looking to build a better financial future for themselves. I personally observed how much harder it can be for women. My mother had to do very physical jobs her whole life, while also raising 6 kids (me, my brother, and four sisters) and taking care of elderly parents. She also outlived my dad, which further compounded the need for her financial security. I became a CERTIFIED FINANCIAL PLANNER™ professional in order to help other First Gen wealth creators like myself pursue their goals. I do my best to keep it simple, so no fancy jargon or investment terms. It’s all about your vision of success and how I can help you on your way to building a better financial future. I look forward to meeting you and learning more about your goals and aspirations.

Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Career Change, Investment Management, Getting Married, Job Loss, Life Planning, Retirement, Starting a Family, Sudden Wealth, Personal Taxes