WMA Club Meeting SS23 - Meeting III: Build a Better Financial Future ft. Luis F. Rosa, CFP

Hello and Welcome to the FDU Wealth Management Advisory Club. In this meeting, we have Luis F. Rosa from Build a Better Financial Future to come and speak to us. Luis is the founder of Build a Better Financial Future, LLC based in Henderson, Nevada. At age 11, Luis came to the U.S. from the Dominican Republic. Growing up in New York, Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an Financial Planning Association NexGen Ambassador and host, to speaking at the CFP Board Center for Financial Planning’s Diversity Summit, Luis has used his platform to help spread financial literacy through media outreach as well as encourage younger and diverse planners to join and thrive in the industry. He is the host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and LatinXcellence – an initiative that seeks to bring awareness to and help close the wealth gap in the Hispanic community. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch, as well as an Investopedia Top 100 Financial Advisors in 2020.

If this is your first time watching our videos, here is a cliff notes version of what our club is. Wealth Management Advisory Club aims to provide a space where students can develop an understanding of Wealth Management, learn the importance of setting goals to achieve financial success, enable students to discover their career passions, and create a sense of community for those interested in Wealth Management Advisory.

This club is open to not just all FDU Silberman Business Majors, but all majors at FDU are invited to come and join the club.

Reminders for our members:

1. We have purchased our very own Zoom License for the WMA Club. Zoom Meeting Links have changed. Please look at our emails and linktr.ee for the Zoom Meeting Link each week.
2. Metro Members - For the first time in WMA Club history, all of our WMA Club Meetings will not only be in-person on the Florham, but also on the Metro Campus. Location is in Dickinson Hall Room 1143. We cannot wait to see you all in-person at our meetings.
3. We have updated our logo and brand on all of our social media platforms, check them out.
Go and follow all of our social media accounts on our linktr.ee.
4. Our club website is officially public and online. Go to our linktr.ee to view our new website. Please give us feedback on what you liked and what you disliked about it and any changes you think we should add.
5. If you have any ideas for future meetings like which speakers should come in or any topics that you would like to talk about, please let us know.
6. If you want to be added to our emailing list, please fill out the Emailing List Sign-Up Sheet on our Linktr.ee.
7. If you have not joined our GroupMe Group Chat, ask one of the members or e-board members so that we can add you in.
8. If you are interested in learning about stocks and want to invest money, come to Markets Update with Jon Budish and Rich Brenner every Tuesday from 3-4 PM on both campuses in the Bloomberg Labs and via Zoom.
9. DOWNLOAD SUITABLE TO EARN PDP POINTS AT OUR MEETINGS!!!

FDU WMA Club Meeting Schedule: (FOR SPRING SEMESTER 2023)

Location:
Florham Campus -
(Tuesday) - Mansion Room 11
(Thursday) - Mansion Room 12
Metro Campus - Dickinson Hall Room 1143
WMA Club Social Media Accounts
Zoom (Optional)

Time:
(Tuesday): 6-7 PM
(Thursday): 4-5 PM

Upcoming Meetings:
2/7/23: Kornegay Kapital Group (Rodney T Kornegay) [BONUS MEETING II]
2/9/23: FLIT Invest (Serena Fleischman, Alejandro Fritz, & Jack Mitchell)
2/14/23: FLIT Invest (Serena Fleischman, Alejandro Fritz, & Jack Mitchell) II [PDP/SMIF/WMA CROSSOVER EVENT I 4 PM Bloomberg Lab]
2/14/23: Tax Preparation Workshop & LinkedIn/Handshake/Career Fair Prep Workshop [BONUS MEETING III]
2/16/23: Ameriprise Financial (Karl Campbell)
2/21/23: Primerica [BONUS MEETING IV]
2/23/23: VALIC Financial Advisors, Inc. (Joseph Kelly, CFP)
2/28/23: TBA [BONUS MEETING V]
3/2/23: Northwestern Mutual (Alyssa Cseh & Nicolas Delorenzo)
3/7/23: Edward Jones (Robert Compitello) [BONUS MEETING VI]
3/9/23: EP Wealth (Erin Voisin, CFP)
3/21/23: TBA [BONUS MEETING VII]
3/22/23: Money Management Skills for College Students with Investors/Citizen Bank [PDP/WMA CROSSOVER EVENT II]
3/23/23: HSBC (Barth Frank)
3/28/23: JPMorgan Chase & Co. (OG WMA CLUB PRESIDENT ALEX TRAJKOVIC) [BONUS MEETING VIII]
3/30/23: UBS (Thomas Conigatti)
4/4/23: Hennion & Walsh Asset Management (Kevin Mahn) [BONUS MEETING IX]
4/6/23: Advisors Capital Management (Cary Carbonaro, CFP)
4/11/23: TBA [BONUS MEETING X]
4/18/23: New York Life (James Fiorello)
4/13/23: The Bemused (Akeiva M. Ellis, CFP) [BONUS MEETING XI]
4/20/23: Wiss & Co (Stephanie Hughes & Marc Peterson) [PDP/WMA CROSSOVER EVENT III]
4/25/23: TBA [BONUS MEETING XII]
4/27/23: Barrister Wealth (Charles C. Weeks Jr., CFP)
5/2/23: Morgan Stanley (Christopher Suttmeier) [BONUS MEETING XIII]
5/4/23: UWORLD Roger CPA/CFA Review (Janill Brionnes-Lopez & Jack Mitchell)