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News & Events

A look at where you can find me in the press and in the community. Read below to learn more about my media appearances and events where I share perspectives on building wealth. 

As seen in.....

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Third-party logos are used for informational purposes only and do not imply affiliation, endorsement, or sponsorship. “As Seen In” references identify media appearances only and do not reflect a positive experience, endorsement, or opinion of the Adviser by the referenced publications.

Why Opening a Roth I.R.A. May Be a Good Move, No Matter Your Age

By Martha C. White

New York Times

Read Article

8 Latino Financial Influencers to Follow

By Funto Omojola

Nerdwallet

Read Article

Do You Make $200,000+ But Still Struggle Financially?

By Kristina Byas

Investopedia

Read Article

7 Things to Know About Working While Getting Social Security

By Deirdre van Dyk

AARP

Read Article

SER Real Talk Corner

By Guillermo Gutierrez

SER Summits for Latinos in FinServ

Watch Interview

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New York, NY 10001

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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”.

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