Luis Rosa, CFP®, IRS Enrolled Agent Build a Better Financial Future

About Luis Rosa, CFP®, IRS Enrolled Agent

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/

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