Building Bridges, Building Futures: Luis Rosa's Impact on Financial Wellness Advisors Unscripted

This week on Advisors Unscripted, Luis Rosa discusses the culture shock he encountered after moving to New York City from his hometown in the Dominican Republic when he was 11. In emerging from poverty as a young man, he went on to build his own successful firm in Build a Better Financial Future. Luis also talks about his decision to work as a fee-only advisor who helps everyone, not just Latinos. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.
Advisors Unscripted is hosted by Justin Woodbury.
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Financial Professional Use Only.
Insurance-only agents are not licensed to offer investment advice.