Luis F. Rosa,  CFP<sup>&reg;</sup> - Financial Advisor

Luis F. Rosa, CFP®

EA

FOUNDER/PRESIDENT

Build a Better Financial Future, LLC

2831 St Rose Parkway, Suite 200
Henderson, NV 89052
FINANCIAL ADVISOR'S WEBSITE
(646) 397-6292 CONNECT WITH Luis
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General

Luis Rosa is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Build a Better Financial Future, LLC in Henderson, NV and the surrounding communities.

Financial Advisor Overview

Luis has been in the financial services industry since he graduated college in 2001. In addition to obtaining his securities registrations Series 6, 7, 63, and 66, Luis is also a CERTIFIED FINANCIAL PLANNER™ professional and is enrolled to practice before the IRS. This diverse industry knowledge allows him to best serve his clients by understanding how one financial decision affects the other, allowing him to better guide them toward achieving their goals. Luis was listed in Financial Advisor Magazine's 10 Young Advisors to Watch list for 2019. Luis has been quoted in articles published in Forbes, CNBC, NBC News, Investopedia, Business Insider, The Daily News, and other online publications. He's also one of the few Spanish speaking CERTIFIED FINANCIAL PLANNER™ professionals in the country. Although he lives in the Las Vegas area, he works with clients all across the country using video conferencing and screen sharing. When not helping a client, volunteering, or hosting an event, you can find Luis eating at one of his favorite vegetarian/vegan restaurants in Los Angeles or Las Vegas. Luis has a passion for creating client success stories and his goal is to create long term, meaningful client relationships. He has an ongoing desire for educational growth and is a member of the Financial Planning Association.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent

Insurance Licenses

  • Life insurance: NY, NV, FL

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Investment Advisor Representative of Retirement Wealth Advisors Inc. (RWA), 89 Ionia NW, Suite 600, Grand Rapids, MI 49503 (800) 903-2562. Investment Advisory Services are offered through RWA. Build a Better Financial Future and RWA are not affiliated.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources