Luis Rosa, CFP®, EA Build a Better Financial Future
- 1055 E Colorado Blvd 5th Fl, Pasadena, CA 91106
- (646) 397-6292
About Luis Rosa, CFP®, EA
I came to the U.S. at age 11 from the Dominican Republic. I was inspired by my parents to work hard and pursue an education. However, I was not taught about personal finance at home or at school and had to learn the hard way.
Some of the biggest money mistakes I made when I was younger:
I failed to pay myself first. I tried to save what was left after spending, instead of spending what was left after saving.
I over-borrowed on my student loans in college for “living expenses” which really was translation for Spring Break in Cancun!
I got credit cards in my freshman year of college before I even got a job! (To be fair, they did include the credit card applications inside the books at the bookstore, I could not resist!)
I became a CERTIFIED FINANCIAL PLANNER™ professional in order to help others pursue their goals. I do my best to keep it simple, so no fancy jargon or investment terms. It’s all about your vision of success and how I can help you on your way to building a better financial future.
I currently live in Pasadena, CA with my wife, Alison. I lived in New York for the majority of my adult life, and currently travel back there during the year to visit family and existing clients. When not helping a client, volunteering, or hosting an event, you can find me eating at one of my favorite Vegan restaurants or visiting a beach or walking trail in the Los Angeles area.
Read Luis’ blog here: https://onmywaytowealth.com/
- Coronavirus Relief
- Gen X
- HENRY (High Earners, Not Rich Yet)
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $250+/mo
- Quarterly Fee: $750+/qtr
- Flat Fee: $900+/engagement
- AUM: 1.75%