Louis Barajas| CFP®, MBA, EA
Wealth Management LAB™
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Estate Planning
- Planning for Business Owners
- Cash Flow and Budgeting
- Middle Income Client Needs
- Advising Medical Professionals
- Financial Planning
- Wealth Management
Tustin, CA 92782
Burbank, CA 91502
Studio City, CA 33130
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Louis Barajas defies the traditional concept of financial and business expert. Louis connects with people through their hearts, their dreams, and the often-difficult realities of their lives. He’s not just about numbers. Rather than fixating on the size of the client’s bank balance, investment portfolio, or retirement account, his approach has always been to show people how to use their resources to live better lives today, tomorrow, and in the future. His humanity-based financial and business advice works well for people making $25,000, $250,000, or Millions, because most everyone has a deep desire to want to make a difference in their lives.
Louis is the author of 5 books: Small Business Big Life for Women – 7 Secrets for Designing A Business to Help You Live Your Best Life; My Street Money – A Street-Level View of Managing Your Money From the Heart to the Bank; The Latino Journey to Financial Greatness – 10 Steps to Creating Wealth and Happiness for You and Your Family; Small Business – Big Life; and Overworked Overwhelmed and Underpaid.
Louis is the first Latino in the United States to receive the Certified Financial Planner (CFP®) designation. He was named as one of the Top 100 Financial Advisors by Mutual Funds Magazine. Money Magazine also named Louis as one of America’s Top Advisors. He was also chosen by People en Español as a person making a difference in the lives of Americans.
Louis has been featured in regional and national publications such as USA Today, The Los Angeles Times, The Miami Herald, People en Español, Hispanic Business, and Senior Market Advisor. He has provided his financial and business insights to national news programs such as CBS Sunday Morning, CNN’s Your Money, CNBC, The Willis Report on Fox Business News, Aqui Y Ahora on Univision, ABC News, and National Public Radio’s Tell Me More.
Our clients have worked hard to reach a certain level of success in their lives. We support them by helping them make wise financial decisions and manage their investments so that they can spend more time on the things that are important to them - like their family, faith, or just having fun.
We have been helping clients since 1991. We believe that you and your family will be better off and happier using wealth management services delivered with a caring, human touch.