Louis Barajas

Louis Barajas, a trailblazing first-generation Latino CERTIFIED FINANCIAL PLANNER™, shares his inspiring journey from East LA to empowering underserved communities. He dives into the importance of financial mindset over mere literacy and discusses his innovative approach to financial planning that focuses on real community needs. Louis also highlights the PBS show Opportunity Knocks, his coaching methods, and how he is reshaping financial success for others. Tune in for insightful ways to teach financial independence and promote sustainable community development!

Louis Barajas, founder of Wealth Management LAB, shares his journey from helping his immigrant father with taxes to creating a thriving advisory firm focused on Latino communities and entertainers. He discusses the concept of 'financial doing,' emphasizing the importance of hands-on services over mere planning. Louis also highlights his grassroots outreach efforts, innovative staffing strategies, and the challenges he faced in scaling his business, all while remaining committed to financial literacy and accessibility for underserved populations.

Louis Barajas, the first Latino Certified Financial Planner in the U.S., shares his journey from childhood money lessons to redefining wealth management in the Latino community. He discusses the importance of finding a fiduciary planner and addresses the unique financial challenges faced by artists, including managing variable incomes and lifestyle inflation driven by social media. Louis emphasizes the need for estate planning and community mentorship, while advocating for financial literacy and access to qualified advisors for underserved populations.