Luis Rosa Email & Phone Number
Wealth Manager @ Savvy Wealth
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Luis Rosa Location
- New York, NY, US
Luis Rosa Work
- 2025 -now Wealth Manager @
- 2017 -now Founder - Financial Planner @
- 2020 -now Co-Founder @
Luis Rosa Education
- Purchase College, SUNY
Bachelor's Degree (Economics)
1997-2001
Luis Rosa Skills
- Personal Income Tax Returns
- Financial Analysis
- Investments
- Life Insurance
- Client Relationships Strengthening
- Financial Services
- Financial Planning
- Client Relations
- Data Management
- Credit Analysis
- Operations Process Improvement
- Client Services
- Investment Management
- Data Analysis
- Financial Advisory
- Finance
- Analysis
- Customer Service
- Public Speaking
- Loans
- Process Improvement
- Asset Allocation
- Securities
- Project Planning
- Entrepreneurship
- Business Development
- Marketing
- Mortgage Lending
- 401k
- Strategic Planning
- Leadership
Luis Rosa Summary
- Luis Rosa, based in New York, NY, US, is currently a Wealth Manager at Savvy Wealth. Luis Rosa brings experience from previous roles at Build a Better Financial Future LLC and BlatinX Internship. Luis Rosa holds a 1997 - 2001 Bachelor's Degree in Economics @ Purchase College, SUNY. With a robust skill set that includes Personal Income Tax Returns, Financial Analysis, Investments, Life Insurance, Client Relationships Strengthening and more. Luis Rosa has 4 emails on RocketReach.
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