“Talent Pool: Advancing Diversity in the Financial Planning Profession” with Luis Rosa - Episode #01 of NAPFA Nation

<p><span style="font-weight: 400;">In Episode #01 of NAPFA Nation, “Talent Pool: Advancing Diversity in the Financial Planning Profession,” we hear from <a href= "https://www.linkedin.com/in/luisfrosa/" target="_blank" rel= "noopener">Luis Rosa, CFP®, EA</a>. Rosa</span> <span style= "font-weight: 400;">came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded</span> <a href= "http://www.buildabetterfinancialfuture.com/" target="_blank" rel= "noopener"><span style="font-weight: 400;">Build a Better Financial Future LLC</span></a> <span style="font-weight: 400;">and is the host of the</span> <a href= "https://www.onmywaytowealth.com/podcast" target="_blank" rel= "noopener"><span style="font-weight: 400;">On My Way to Wealth</span></a> <span style="font-weight: 400;">podcast. In 2019, Rosa was named to the</span> <em><span style= "font-weight: 400;">InvestmentNews</span></em> <span style= "font-weight: 400;">“40 Under 40” list,</span> <em><span style= "font-weight: 400;">Financial Advisor</span></em> <span style= "font-weight: 400;">magazine’s “10 Young Advisors to Watch” list, and as</span> <em><span style= "font-weight: 400;">Investopedia’</span></em><span style= "font-weight: 400;">s “Top 100 Advisors” list. From participating as an FPA NexGen Ambassador & Host, to speaking at the CFP Board’s Diversity Summit, Rosa uses his platform to help spread financial literacy as well as encourage younger and diverse planners to join and thrive in the industry.</span> <span style= "font-weight: 400;">He joined NAPFA in May 2020.</span></p> <p><strong>Rosa tells us:</strong></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">How he got started in this profession and why he made the business decisions he did</span></li> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">Some of the biggest money mis