Financial Doing with Louis Barajas, MBA, CFP®, EA
Welcome to the first episode of the Diversity in Action™ podcast!
With us today is the first Latino CERTIFIED FINANCIAL PLANNER™ pro, speaker, author, and entrepreneur, Louis Barajas. Growing up in East Los Angeles to Mexican immigrant parents, Louis was passionate about imparting financial wisdom to the unbanked Latin community. However, seeing the deficiency in just financial planning, he was inspired to co-found MGO Private Wealth firm that sees through the financial success of their clients. It’s about putting people first, financial planning, and finally, financial doing!
Louis is certainly the man who practices what he preaches. Listen and be inspired by his trailblazing journey of overcoming a poor financial mindset to being one of the best in the industry.
Episode Highlights:
>> The life story and career path of Louis Barajas
>> How to deal with poor money mindset
>> How to meet the Latin community in their financial needs
>> The difference between financial planning and financial doing
>> Understanding and implementing the art of teamwork
>> Louis’ advices on financial planning
Episode Sponsor:
>> eMoney Advisor LLC: emoneyadvisor.com
Connect with Louis:
>> Website: www.louisbarajas.com
>> Website: www.mgoprivatewealth.com
>> LinkedIn: www.linkedin.com/in/louis-barajas
>> Twitter: @louisbarajas
>> Instagram: @louisbarajas
>> Facebook: www.fb.com/LouisBarajas
Resources Mentioned in the Episode:
>> Latino Journey to Financial Greatness by Louis Barajas
>> Pound Foolish by Helaine Olin
>> Purpose-Driven Life by Rick Warren
Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse.
It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change!
Diversity in Action™ is a project of BLX Internship - a program for aspiring black and Latinx financial planners. Visit our website at www.blxinternship.org
