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Luis Rosa, CFP EA | Build a Better Financial Future, Henderson NV

Market Signals EditorialBy Updated:No Comments
0.000
Financial planner
United States
Contact Information
Henderson, NV, United States
https://www.buildabetterfinancialfutu...
Detailed Information
72/100
AI Advisor Match Score
Strong match
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Verified profile +15
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Unclaimed profile. This listing was compiled from publicly available professional information. Luis Rosa has not claimed, reviewed, or endorsed this profile, and inclusion here does not imply any affiliation with Trading Market Signals.

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Luis Rosa, CFP, EA, is the founder of Build a Better Financial Future, a financial planning practice that works with first-generation high earners and the Hispanic community. An Enrolled Agent as well as a CFP professional, he brings a strong tax-planning focus to comprehensive financial advice. Rosa hosts a personal-finance podcast and co-founded internship and awareness initiatives aimed at closing the wealth gap in Latino communities. He has been recognized by Investment News, Financial Advisor Magazine, and Investopedia, and named by NerdWallet among Hispanic finance voices to follow. Born in the Dominican Republic and raised in New York City, he focuses on clients building wealth and financial literacy for the first time in their families.

Source: compiled from public professional records. Verify registration on the SEC Investment Adviser Public Disclosure (IAPD) database: CRD #4452803. If you are this advisor, you can claim or request removal of this profile using the links above.
Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method

Fee-Only

Advisor SEC/CRD #

4452803

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