Basic Information
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Company
AFP Group -
Phone
7136269820 -
Mobile phone
6094183802 -
Email
lou@afpgroup.com -
What is your "why"? Why do you do what you do?
When I registered my son for college, it was a rude awakening for me. It was then that I realized my level of financial literacy was disheartening. At that moment, I then made the decision to go to college myself. I also began my journey to become a financial advisor. My "why" is I am determined to prevent parents from being where I was and lead them to where I am. -
About me
I was born and raised in Southern New Jersey. A graduate of Southern New Hampshire University, I have a Bachelor’s in Business Management Logistics and Operations. After nearly two decades in leadership at various levels, most with a Fortune 50 company, I joined the AFP Group in 2021.
My wife of 25 years and our two children have spearheaded several projects aimed at helping various communities. Some of these projects include a water drive that resulted in the collection, escorting, and personal distribution of over 4,000 cases of water to the citizens of Flint, Michigan, during the water crisis. After Hurricane Harvey, we helped coordinate a relief drive that resulted in a 24-foot box truck delivering various baby supplies and clothing to citizens in Houston, Texas. Additional relief efforts include shipping a cargo container packed with food, clothing, and medical & cleaning supplies to Puerto Rico provide relief to those affected by Hurricane Maria.
By joining the team at The AFP Group, I see my new role as a way to continue my relentless support of the people in my community, by providing financial literacy and wealth management on a personal level. -
Profession
Financial Advisor -
Title
Vice President of Administrative Affairs -
Hobbies and interest
Firearms -
Website
https://www.afpgroup.com/
Contact Information
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City / Town
Houston -
Describe your perfect referral
We use a flat fee-based platform at the AFP Group. This allows us to provide financial guidance to virtually anyone. Having 6 figures of investable funds is not necessary. We take a holistic approach to educating our clients on the use of financial tools to attach their finances to their values in life. -
State
TX -
Zip
77007 -
Country
United States -
Facebook Business Page URL
https://www.facebook.com/luiserosadojr
Education
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College / University
Southern New Hampshire University -
Graduation Year
2021 -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Financially speaking:
Where are you now?
Where do you want to be?
Will your current route get you there? -
Describe How You Would Like To Be Introduced Via Email
Money touches virtually every aspect our lives. It is undoubtedly a daunting task top ensure every one of said areas are in the best alignment they can be for our individual goals. Fewer things outside of my family bring me more joy than to ensure that happens for my clients. Furthermore, the opportunity to educate families and help them create generational changes is a true blessing.