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 @ Savvy Wealth
View Department
2017 - now Founder - Financial Planner @ Build a Better Financial Future LLC
2020 - now Co-Founder @ BLatinX Internship, Inc.

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

see less

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 and 1 mobile phone numbers on RocketReach.

Luis Rosa Emails

Found 4 emails

Luis Rosa Phone Numbers

Found 6 phone numbers

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Luis Rosa

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