Luis Francisco Rosa
Investment adviser representative at Savvy
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- SavvyNov 2025 to now
- Origin Investment Advisory LLCOct 2024 to Nov 2025
- Build A Better Financial FutureJun 2020 to Feb 2026
- Equity Prime MortgageNov 2018 to Sep 2019
- Retirement Wealth AdvisorsOct 2017 to Apr 2020
- Zeiders EnterprisesJun 2017 to Jan 2022
- Platinum Home MortgageMar 2017 to Nov 2018
- Haydel, Biel & AssociatesJun 2016 to Oct 2017
- Arete Wealth Management LLCJun 2016 to Jun 2017
- Build A Better Financial Future (dbawhileatretirementwealthadv)Apr 2016 to Apr 2020
- Coltrain Funding GroupJun 2012 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4452803
- Firm CRD
- 318493