
FPA Latino Knowledge Circle: The Transition From Self-Employed Financial Planner to Business Owner
Includes a Live Web Event on 02/12/2025 at 1:00 PM (MST)
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- Non-member - Free!
- Member - Free!
Are you ready to elevate your financial planning practice to the next level? Join us for an insightful webinar featuring Louis Barajas, a renowned financial life healer, author, and speaker. Louis is the founder and CEO of International Private Wealth Advisors, where he manages wealth for influential Latin celebrities, athletes, and executives. His journey from a self-employed planner in East Los Angeles to a prominent business owner serving high-net-worth clients offers a wealth of knowledge for those looking to scale their practices.
In this session, Louis will explore the mindset shifts and strategic implementations that propelled his success. He’ll discuss how to develop scalable systems, build and lead effective teams, and transition from working in your business to working on your business. Whether you’re a solo practitioner or managing a small team, this webinar will equip you with practical steps to expand your practice, attract more clients, and achieve long-term success. Don’t miss this opportunity to learn from one of the industry’s leading figures and take actionable steps toward transforming your practice.

Louis Barajas, CFP®, MBA, EA
President and Partner
MGO Private Wealth
Louis is president and partner at MGO Private Wealth in Irvine, California. For the past three decades, the renowned national speaker, author, media segment expert, has served as a wealth and business manager to some of the most iconic Latin artists, executives, and entrepreneurs in the entertainment industry. Louis has been an advocate in recruiting Latino advisors and help provide access to underserved communities throughout the U.S.
Louis was featured on Investopedia’s Top 100 Advisors for 2019 and selected to CNBC’s Advisory Council for 2020. He currently serves on the National CFP Board.
In 2014 Louis received the prestigious Heart of Financial Planning Award from the Financial Planning Association. He also served as the first minority on the National Board of the Financial Planning Association from 2004-2006.
Louis has published five books on personal finance and entrepreneurship.
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