Transcending Wealth is more than a book about money; it’s a journey toward living with meaning. Blending essential financial concepts with Luis’s own life stories, practical wisdom, and spiritual insight, it shows how true wealth goes beyond numbers.

Luis Román shares his challenges and discoveries through a framework that helps readers strike a balance between financial success and well-being. Whether you’re building your first savings plan, investing for growth, seeking peace with money, or aligning wealth with your values, this book helps you rethink what prosperity truly means,in your finances, your relationships, and your life.

Born from Luis’s vision to bridge financial literacy with the pursuit of purpose, Transcending Wealth combines the rigor of an investment risk manager with the lived experience of someone who once lacked access to financial education. Drawing on lessons learned from clients during pivotal life moments, Luis reveals that wealth, when approached with clarity and intention, can become a powerful tool for freedom, direction, and fulfillment.