As 2024 begins and temperatures on Wall Street plummet, allow Financial Planning to transport you back to warmer days and one of the hottest wealth management events of 2023.
Financial Planning is taking a special look back at
Our walk down memory lane is a series of exclusive interviews with insiders and newsmakers conducted by Financial Planning Wealthtech Reporter Justin L. Mack,
In this clip, Mack chats with Luis Rosa, the
Rosa, a CFP, was at the festival to connect with colleagues and others and said the highlight so far had been meeting people, as well as being part of the collaborative environment. (And for those folks in from out of town, he highly recommended the local fish or shrimp tacos.)
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Founded in 2020 by Rosa, Shawn Tydlaska, Chloe Moore and Emlen Miles-Mattingly,
"And a lot of the people that come through the program tell us they just struggled for years to get that foot in the door," Rosa said. "So
The internship program also helps would-be planners get SIE training, certifications and other educational efforts like attending industry conferences. The problem, however, is that there are
"We're making headway," Rosa said. "We're moving the needle forward, as l like to say, but it is slow progress."
Watch the full interview with Luis Rosa below.
Future Proof, an event billed as the first wealth festival, is making its return in the summer and dates for Future Proof 2024 have already been announced: The event is slated to return to Huntington Beach Sept. 15-18, 2024.
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Future Proof is also expanding in the new year with the addition of Future Proof Retreat, an additional event for wealth management leaders that will take place March 24-27 in Colorado Springs.
And while you're here, make sure to check out more videos of FP @ FP:
