
Luis F. Rosa, CFP®EA
@luis_f_rosa
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I Help First Gen High Earners Build & Grow Wealth | Host @BBFF_podcast | FinEd/FinTech Brand Partner | Public Speaker
Los Angeles, CA
Joined January 2016
🚧We’re currently experiencing some technical issues with our website, and our team is working on it. We expect things to be back up soon!.If you were trying to book a call or access resources, just send us a DM or email ClientServices@BuildaBetterFinancialFuture.com
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Work with a Fiduciary who understands your goals. Visit to learn more and book a call. #WealthMindset #FinancialConfidence #SmartMoneyMoves #FiduciaryAdvice #FirstGenWealth #OnMyWayToWealth
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Smart financial planning isn’t about chasing returns — it’s about strategy, structure, and long-term impact. 👉 Let’s build a plan that reflects your values, goals, and lifestyle. 🔗 Book a call: #HighEarnerWealth #FinancialGrowth #WealthPlanning
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Real wealth gives you options. If your money isn’t giving you more freedom, it’s time for a better plan. 🔗 #FinancialFreedom #BuildYourLegacy #FiduciaryAdvice #WealthFreedom #OnMyWayToWealth #FirstGenWealth
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Want to stay financially grounded? Set aside time this weekend to reflect on your current financial picture — clarity fuels confidence. 🔗 #WeekendWealth #FinancialClarity #MoneyReflection #FiduciaryAdvice #OnMyWayToWealth #FirstGenSuccess
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Your HSA might be the most overlooked wealth-building tool in your portfolio. If you're a high earner not maxing out your HSA, you're leaving money (and tax savings) on the table. Let’s talk strategy → #HSAStrategy #TaxSmartWealth #TripleTaxAdvantage
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Align your financial plan with what actually matters to you. Otherwise, wealth can feel empty. #ValuesBasedPlanning #PurposeDrivenWealth #FiduciaryPlanner #WealthWithMeaning #FirstGenFinance #OnMyWayToWealth
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Don’t leave your future to one income stream. Diversify with intention. Let’s build a smart, tax-aware wealth plan. 🔗 #SmartInvesting #MultipleIncomeStreams #TaxStrategy #FiduciaryPlanner #FirstGenWealth #WealthPlanning
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You’ve built a strong income — now it’s time to build lasting wealth. If you’re ready for a strategy that reflects where you're going (not just where you started), let's talk. #WealthWithPurpose #HighEarnerMoves #FiduciaryAdvice #OnMyWayToWealth
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You didn’t get where you are by chance — and your next level won’t come without a plan. Let’s build a financial strategy that supports your goals and your lifestyle. Schedule a call: . #WealthWithIntention #FinancialClarity #FiduciaryPlanner
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Monday reset! Focus + strategy = serious financial progress. Let’s build your plan — schedule a consultation: . #MondayMotivation #WealthStrategy #FirstGenWealth #SmartInvesting #FiduciaryPlanner #MoneyMoves #OnMyWayToWealth #FinancialFocus
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Real wealth = aligning money with meaning. Ready for a custom plan built for your goals? Book a call: . #SmartWealth #FirstGenWealth #FiduciaryPlanner #WealthJourney #MoneyWithPurpose #OnMyWayToWealth #FinancialFreedom
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Weekend wealth check! A quick review today = a stronger future tomorrow. Check in with yourself + visit . #WeekendWealth #FinancialCheckIn #SmartMoneyHabits #WealthBuilding #FirstGenSuccess #FiduciaryAdvice #OnMyWayToWealth #MoneyWellness
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You’re working hard — is your money working harder? Let’s make sure it’s set up to grow. Schedule a consultation to learn more: . #MoneyMindset #WealthCreator #FiduciaryAdvice #HighNetWorth #BuildWealth #SmartMoneyMoves #OnMyWayToWealth #FinancialGrowth
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RT @blxinternship: Are you ready to take the next step in your personal and professional growth? The Advisers Give Back Mentorship Program….
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When I first came to the U.S. I had to learn two languages: English and Money. Now I have the privilege to be on stages teaching others what they didn’t learn at home or in school about personal finances and help them build a better financial future. #generationalwealth
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Want to win with money? Make your wealth-building moves automatic. Small steps → big wins. Learn more at #InvestSmart #FinancialPlanning #MoneyMoves #WealthStrategy #FiduciaryPlanner #AutomateYourWealth #SmartInvesting #FirstGenSuccess
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