In today’s episode of Framework, Carson’s Jamie Hopkins and Ana Limón talk with Luis Rosa, Certified Financial Planner and founder of Build a Better Financial Future LLC. 

Community involvement was an important value in Luis’ family while living in the Dominican Republic. After moving to New York City when he was 11 years old and then entering into the workforce as a young adult, Luis experienced some of his own challenges when he had to turn down unpaid internships due to not being able to afford to work without an income.

Luis talks with Jamie and Ana about overcoming these obstacles, breaking down the barriers that others may experience and closing the wealth gap between the privileged and our Black and Latinx communities.

“One of the things I want to be remembered or known by is somebody that helped move the needle. I want people to look back and say, ‘Wow, there’s so many more Black and brown CFP professionals as a result of the work that Luis did.’” ~ @luis_f_rosa

Main Takeaways

  • There are unlimited opportunities for everyone in the finance industry. However, access has always been an issue for the disadvantaged. Firms should reach out to these communities to educate and raise awareness about the profession.
  • Businesses can be part of the solution to provide opportunities for aspiring Black and Latinx financial planners by offering internships through the BLX Internship Program.
  • Firms should avoid offering unpaid internships. Though you offer unwavering mentorship, not paying interns for their effort and time is unethical.

Links and Important Mentions

Subscribe and Stay in Touch

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

The Power of Reframing When Things Go Right – and When Things Go Wrong

By: Greg Opitz
When was the last time you asked to speak to a manager about an employee’s performance? Was it because the service was bad or because it was great? Likely …
jamiehopkins

Kate Healy: Creating a More Diverse and Equitable Industry

By: Jamie Hopkins
 In this episode, Jamie Hopkins and Ana Trujillo Limon talk with Kate Healy, former Managing Director of Generation Next at TD Ameritrade Institutional. Kate spearheaded diversity and inclusion …
jamiehopkins

Phil Loughlin: Investing in Founder-Led Businesses

By: Jamie Hopkins
 The relationship between founders and investors is symbiotic. What should this relationship look like, and what are the first steps toward success? In this episode, Jamie and Ana …
jamiehopkins

Joelle Martinez: Unleashing the Economic and Social Potential of Diversity

By: Jamie Hopkins
 Latinos are still underrepresented in leadership roles, despite the fact that diversity and inclusion drive real progress in businesses. As financial leaders, how do we address this issue? …
1 2 3 96