top of page

Giving Back by Paying It Forward

 Wealth isn't just something I help build - It's something I believe should be more accessible to the community I come from. Alongside my work with clients, I co-founded programs designed to open doors in financial services for the next generation of Latino talent and to close the wealth gap in our community.  

The BLX Internship Program

Co-founded to give aspiring Latino financial planners real access: paid internships, scholarships, and mentorship inside an industry that has historically had very few of us in the room. Every cohort is another advisor who might not have found this career path otherwise. 

SER Latino
Advisor Summit

Co-founded to bring Latino financial professionals together, to build a pipeline where there wasn't one and make sure the next generation of advisors has a community to grow in. At the SER Latino Advisor Summit, Latinos are not just in the room, they're also on stage.

Community Service

I am grateful to be recognized for my volunteer efforts and the impact they have had in our community.

ThinkAdvisor Luis.jpg

ThinkAdvisor 

Luminaries with Heart

I was a recipient of the ThinkAdvisor 2024 Luminaries with Heart Award for my work with the BLX Internship Program.

Luis Award MMI.JPG

Gateway Foundation

Opening Doors Champion Award

I was honored with the Opening Doors Champion Award for my leadership & dedication to advancing diversity and inclusion in the financial planning profession. 

IIO Awards Ceremony.jpg

Invest in Others Charitable Foundation

Catalyst & Community Service Awards

One of our BLX Internship co-founders, Shawn Tydlaska, was awarded the Catalyst Award and I was a finalist for the Community Service Award for my work at the BLX Internship Program.

MENU

New York City:
41 E 11th St Floor 2

New York, NY 10003

​​

Westchester:

75 South Broadway, 4th Floor

White Plains, NY 10601

©2026 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