Louis Barajas, Wealth Planning Team
Louis Barajas, CFP®
Wealth Planner / Founder
Louis Barajas is the chief wealth planner for all clients at the firm. He is a nationally recognized expert in financial and business issues. In his books, speeches, workshops, and consulting, Louis makes the complex and overwhelming world of finance and small business inspiring, fun, and comprehensible for the average person.
Aaron Muñoz, CFP®
Wealth Planner
Aaron joined the team of Louis Barajas, Wealth Planning in 1995 after Louis shared with him his vision of creating a wealth planning firm with a human touch. Aaron graduated with a degree in Finance from California State University, Los Angeles. He is also a Certified Financial Planner™.
Aaron works tirelessly to help clients use their finances to bring out the best in themselves and live happier lives.
Aaron is married to Gloria. He enjoys singing and playing the piano. When he is not helping clients with financial solutions, he can be found involved in his three boys school and athletic activities.
Gilbert Cerda, CFP®
Wealth Planner
Gilbert joined the team of Louis Barajas, Wealth Planning in 2000. He originally started as an intern and soon found his "occupassion" in wealth planning. He completed his Bachelor's Degree in the field of Finance at USC and is also a Certified Financial Planner™.
Gilbert works directly with Louis to execute the company’s strategic plans to make sure that the firm’s operations work seamlessly. He is also responsible for helping align the daily activities with the company's vision and guiding principles.
Gilbert is married to Jannet. He enjoys reading, playing golf, and watching the Dodger's and USC athletics.
Angie Barajas
Office Manager
Angie is the Office Manager for Louis Barajas, Wealth Planning. She is also the media and event coordinator for Louis’ media company - Financial Greatness, Inc. She enjoys mentoring the administrative staff and making sure that clients are receiving the best service experience possible.
Angie’s biggest pleasure is being a mom and grandmother. She enjoys traveling, reading fiction novels, golf, and taking care of her Yorkie - Daisy.
Isabel Leal
Client Manager
Isabel joined the team of Louis Barajas, Wealth Planning in 2006. She has a passion for taking care of our clients and has the role of client advocate. Isabel makes sure that our client needs and expectations are being met as they work with our wealth planning team.
She enjoys reading, going out, and spending time with her family and her dog, Beauty.
Dianne Kreitz
Office Administrator
Dianne joined the team of Louis Barajas, Wealth Planning in 2004. She is responsible for scheduling appointments and takes great pride in making sure that client requests are completed quickly and without any problems.
Dianne enjoys sports activities with her son, Anthony, and spending quality time with her family.
Eddie Romero
Director of Technology
Eddie is the Director of Technology. He updates our websites, social networks, and helps Louis prepare dazzling presentations for his speaking engagements.
Eddie is married to Brittany and has a daughter named Emma.