top of page

Client Center

Click on the images below to get access to our financial planning portal, login to your investment accounts, securely upload documents, or schedule a virtual appointment or phone call.

MGP Canva.png

Your Financial Plan

Get access to your financial plan details, projections, plan scenarios, and more.

Investment Management

Login to your investment portal and access information such as account balances and transaction details, and download important documents like account statements, tax forms, and performance reports. 

Altruist CV.png
Upload Documents.png

Secure Document Upload

Securely upload any document you'd like to share with our team. We will contact you once documents are received.

Schedule an Appointment

Choose a date/time that best works for us to meet virtually or over the phone.

Book an Appointment.png

Need Assistance?
Email Luis@BuildaBetterFinancialFuture.com and we'd be happy to help.

MENU

Nevada:
Build a Better Financial Future LLC

2831 Saint Rose Pkwy, Ste 200

Henderson, NV 89052

​​

California:

Build a Better Financial Future, LLC

1055 E. Colorado Blvd. 5th FL #1080

Pasadena, CA 91106

©2025 Build a Better Financial Future LLC

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”.

bottom of page