Luis Rosario

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Luis Rosario is a financial consultant based in Fort Lauderdale, Florida, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and risk tolerance. Luis employs an in-depth discovery process to understand the specific situations of his clients, focusing on high net worth individuals, families, corporate executives, and businesses. His practice emphasizes growing and protecting client assets while leveraging Oppenheimer's resources to address complex financial issues.

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