Luis Rosa
Build a Better Financial Future LLC · White Plains, New York
Luis Rosa is a fee-only financial advisor at Build a Better Financial Future LLC in White Plains, New York, who holds the CFP and EA credentials. Luis charges a percentage of assets and a flat fee or retainer and focuses on equity compensation and tax planning.
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Specialties
Who they serve
- Executives
Facts
| Firm | Build a Better Financial Future LLC |
|---|---|
| Based in | White Plains, New York |
| Fee model | Percentage of assets · Flat fee or retainer |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $5.00B across 14,645 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CT, NY · CRD 4452803 |
| Exams passed | Series 63 (2002) · Series 66 (2015) |
| Firm size | 170 employees |
| Disclosures | None reported |
| Website | buildabetterfinancialfuture.com |
| Profile |
How Luis's firm compares
- Build a Better Financial Future LLC's average account is about $341,000, from its Form ADV (assets managed divided by 14,645 accounts).
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Questions about Luis
Is Luis Rosa a fee-only financial advisor?
Yes. Luis Rosa is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Luis's firm.
How does Luis charge for financial advice?
Luis charges a percentage of assets and a flat fee or retainer.
Does Luis work with clients virtually?
Yes. Build a Better Financial Future LLC says on its website that it works with clients remotely.
Where is Luis Rosa based?
Luis Rosa is based in White Plains, New York.
What does Luis specialize in?
Luis's specialties include equity compensation and tax planning. Luis works with executives.
What credentials does Luis Rosa hold?
Luis Rosa holds the CFP and EA credentials.
Is Luis Rosa registered with the SEC?
Yes. Luis Rosa is registered as an investment adviser representative in CT and NY (CRD 4452803), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Build a Better Financial Future LLC manage?
Build a Better Financial Future LLC reports $5.00B across 14,645 accounts in assets under management.
How do I contact Luis Rosa?
Through Luis's website, buildabetterfinancialfuture.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Build a Better Financial Future LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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