Episode 63

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Published on:

28th Sep 2020

Building a Better Future through Holistic Financial Planning with Luis Rosa

Our Hispanic Heritage Month celebration continues as Luis Rosa, CFP® EA, Founder of Build a Better Financial Future and host of the On My Way To Wealth Podcast of joins us to talk about what it's like to live in the US as a Spanish Immigrant!

In this episode, Luis shares his journey to success as a Latino and how he found his calling. We also touch on the common misconceptions related to Hispanic culture, and the importance of empowering minorities with the right mindset so they can take charge of their finances.

Luis also talks about what it's like to move to New York from Dominican Republic at the age of 11. He shares the struggles and quirks his family had throughout their time in the Heights.

Start walking the path towards a better financial future for yourself, family, and community as Luis shares his knowledge and expertise on holistic financial planning!

Episode Highlights:

>> Luis' experience growing up as a Spanish immigrant 

>> Luis shares his career journey

>> Misconceptions about Hispanic culture

>> Discussing financial planning with minorities

>> Mindset of empowerment for minorities

>> Prioritizing long-term finances

Connect with Luis:

>> Build A Better Financial Future

>> Instagram @luis_f_rosa

>> Twitter @luis_f_rosa

>> LinkedIn

>> Facebook


Resources mentioned from this episode:

>> Build A Better Financial Future 

>> On My Way to Wealth podcast


If you loved this episode, you have to listen to these episodes as well:

>> Bringing Home the Dinero with “Latina Money” Janet Cruz Padrón

>> Hispanic Heritage Celebration Month with Maricela Miles-Mattingly


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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://www.facebook.com/groups/423846561552747/) 

Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.