“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.
ABOUT THE HUMAN ADVISOR:
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.
ABOUT ALTRUIST:
Altruist is a fintech company on a mission to make financial advice better, more affordable, and more accessible to everyone. Our next-generation digital suite, built for independent financial advisors and their clients, combines software to manage an investment portfolio with a powerful brokerage platform to invest. This helps streamline operations and frees up time, so advisors can focus on serving their clients even better. And with fractional share trading, investors gain access to high-quality assets no matter their portfolio size.
Learn more at altruist.com.
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Altruist Corp offers a software platform that helps financial advisors achieve better outcomes. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice, and investors are encouraged to consult with their personal tax advisors.
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