LouisBio

Louis Barajas, Wealth Planner

After some personal life changing events and years of experience at major financial planning, accounting and consulting firms, Louis left the “yacht and Mercedes” crowd of Newport Beach, CA in 1991 to form his own wealth planning firm. Louis is the wealth planner to people who are also making (or made) a difference in their own fields of endeavor. He has created a firm for clients who are inspired to create wealth and use their money to live happier lives. His clients are successful people who want to work with someone they can trust to manage their investments and help make important financial decisions with a human touch. Other clients are people who have more desire than money, but are committed to creating wealth to bring out the best in themselves.

Louis graduated from UCLA in 1984, received his MBA from Claremont Graduate School in 1987, and attained a Certified Financial Planner™ designation from the Denver College of Financial Planning in 1990. He has been a Registered Investment Advisor since 1991.

Louis 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.

Louis has published 3 books: The Latino Journey to Financial Greatness (2003), Small Business, Big Life (2007), and Overworked, Overwhelmed, and Underpaid (2008). The title to his fourth and fifth books, My Street Money and Small Business, Big Life for Women, are scheduled to be published in 2010.
Mutual Funds Magazine named Louis as one of the Top 100 Financial Advisors in the United States in September 2002.
Money Magazine named Louis as one of America’s Top Advisors in the January 2009 issue.
Louis served on the National Board of the Financial Planning Association (FPA) from January 2004 to December 2006.
Louis was the Small Business Expert for AOL Latino from 2004 to 2006.
The Los Angeles District Office of the Small Business Administration awarded Louis The Small Business Journalist of the Year in May 2006.
Louis has also been a columnist and contributing writer to many newspapers, magazines, newsletters, and websites.
Louis has presented his work to major universities and organizations such as Harvard, UCLA, AARP, NCLR, and the CFP Board of Standards.
Louis has been profiled, appeared as a guest, or quoted in local and national television, radio, and press, such as, CBS Sunday Morning, CNN’s - Your Money, CNN’s – Your Bottom Line, Univision’s - Aqui y Ahora, ABC7 -Vista L.A., CNBC, CBS Evening News, Despierta America, National Public Radio, USA Today, Los Angeles Times, Miami Herald, Financial Planning Magazine, and People en Español. Louis has also graced the covers of the following magazines: Mutual Funds, Senior Market Advisor, Hispanic Journal, and Hispanic Business.