The Human Advisor

Luis Rosa – How this young immigrant chased his American dream

Episode Summary

“I realized a financial advisor was a problem-solver. He helped people with their goals. I fell in love with it, and I saw the impact you could have on others.” As a young immigrant growing up in New York City, Luis Rosa learned the value of a hard-earned dollar early in life. Now, it’s his mission to help minorities develop their financial literacy and start building generational wealth.

Episode Notes

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This podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well do they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories.


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