Louis Barajas

CFP®, MBA, EA

Wealth Management LAB™

Financial Advisor

Louis Barajas

CFP®, MBA, EA

Wealth Management LAB™

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Louis Barajas, CFP®, MBA, EA

Fee-Only Comprehensive Financial Advisor Serving Clients in the Southern California Area

Louis Barajas is a Tustin, CA fee-only financial planner. Wealth Management LABâ„¢ provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Louis Barajas is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Louis Barajas is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning
Wealth Management LAB™ is an independent fee-only wealth management firm dedicated to helping families who are looking for a personalized experience to help them manage and get in control of their finances to live the best lives they have imagined for themselves.

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Louis Barajas is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Louis Barajas is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Garrett Planning Network - GPN
    Louis Barajas is a member of the Garrett Planning Network. Click here to learn more.

    Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.

  • Financial Planning Association
    Louis Barajas is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Louis Barajas

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Office Locations:

  • 17875 Von Karman Ave
    Suite 255
    Irvine, CA 92614
  • 777 S. Alameda St
    2nd Floor
    Los Angeles, CA 90021
  • 55 SW 9th St.
    #1408
    Miami, FL 33130

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