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3 Planners - 15 Questions - 15 minutes

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Get to know planners and career paths in a fun and engaging way! Join host Stephanie Trexler, CFP® as she interviews Erica James, CPA, Luis Rosa, CFP®, EA and Hannah Moore, CFP®.

Stephanie Trexler, CFP®

I am a CERTIFIED FINANCIAL PLANNER™ practitioner and work with a team of advisors to help business owners, corporate executives, professionals and retirees make smart decisions about their money. We use a comprehensive approach to wealth management and combine personal financial planning with sound investment management to help clients achieve their goals.

Erica James, CPA

Erica provides financial planning and investment analysis, research, and support to clients and client service teams. She also supports the tax department by preparing income tax returns. She joined the firm in 2018 and has over 10 years of experience in accounting.

Erica is a Certified Public Accountant (CPA) and has passed the comprehensive exam portion of the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional. She earned a BSBA degree in Accounting from Washington University in St. Louis and a Certificate in Financial Planning from Georgetown University. Erica is a member of the Financial Planning Association (FPA) and the National Association of Black Accountants. She is fluent in Spanish.

In her free time, Erica enjoys playing and watching tennis, crafting, traveling, and cooking. She grew up in Colorado and has a love for the mountains.

Luis Rosa, CFP®, EA

Luis F. Rosa, CFP® EA came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On My Way to Wealth podcast. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch. From participating as an FPA NexGen Ambassador, to speaking at the CFP Board’s Diversity Summit, Luis uses his platform to help spread financial literacy as well as encourage younger and diverse planners to join and thrive in the industry.

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3 Planners - 15 Questions - 15 minutes
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