Luis F. Rosa, CFP^®

EA

Building Generational Wealth for Latino Executives

Build a Better Financial Future, LLC

75 South Broadway, 4th Floor
White Plains, NY 10601

+ 1 More Location

Build a Better Financial Future, LLC

2831 Saint Rose Pkwy, Ste 200
Henderson, NV 89052-4841

FINANCIAL ADVISOR'S WEBSITE

https://buildabetterfinancialfuture.com/

(646) 397-6292 CONNECT WITH Luis

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-Only (financial planning and/or assets under management)

Minimums

HOUSEHOLD INCOME MINIMUM

$250,000

Investable Asset Minimum

$500,000

My Links

Disclosures

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 White Plains, NY and the surrounding communities.

Financial Advisor Overview

You've earned real success — now you deserve a wealth strategy sophisticated enough to match it. At Build a Better Financial Future, we work with Latino executives who are often the first in their family to reach this level of income and leadership. That means navigating equity compensation, complex tax decisions, and the responsibility of building wealth with no family blueprint to follow. We have both technical depth and a real understanding of what it means to be first — for your family, and often for your community. Let's build a plan that matches everything you've already built. Disclosures: Luis Rosa is an investment advisor representative registered with Savvy Advisors, Inc. (“Savvy”). All investment advisory services offered by Luis Rosa are offered through Savvy. Build a Better Financial Future LLC is an independent marketing brand name used by Luis Rosa for advertising and marketing purposes only. Build a Better Financial Future LLC and Savvy are not related or affiliated. For more information about Savvy, please visit our website. All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.

Financial Advisor Experience

Hi. I'm Luis Rosa. I came to the U.S. from the Dominican Republic at 11 — and like a lot of first-generation professionals, I learned two languages growing up: English, and money. Today I work with Latino executives who are navigating equity compensation, tax strategy, and generational wealth-building — often as the first in their family to do it, with no playbook to follow. As a CFP® professional and IRS Enrolled Agent, I bring the technical depth that level of wealth requires, plus something a lot of advisors can't offer: I understand what it means to be first. We're not starting with the basics — we're building a strategy built for where you already are.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Other - Enrolled Agent

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Personal Taxes