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Episode 217: Financial Tips from the First Latino CFP | Louis Barajas


On episode 217, we are featuring the first Latino CFP in the nation! We’re talking all things running a business and how to turn your music career into a six figure business, featuring Louis Barajas. Listen now! 

Episode 217: Financial Tips from the First Latino CFP | Louis Barajas

Louis Barajas has strived to redefine what it means to be a wealth and business expert. Rather than limiting his scope to 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 finances to enrich their lives. Louis connects with people through their passions, their dreams, and their sometimes-challenging situations of life. The ever-changing landscape of consumer finance has helped to transform Louis into an international renowned speaker, author, media segment expert, and wealth & business manager to some of the most iconic Latin artists and executives in the entertainment industry for over three decades. He is a highly sought-after keynote speaker and presenter for some of the most influential organizations in the United States.

From 2017 to 2021, Louis has been selected as one of the top 30 business managers in Billboard Magazine and has also been featured in Variety Magazine’s elite business managers list. He was featured on Investopedia’s Top 100 Advisors for 2019 and was selected to CNBC’s Advisory Council for 2020-2022. Louis is the first minority to ever serve on the national board of the Financial Planning Association and he is currently the first Latino to serve on the national board of Certified Financial Planners for 2022-2024.

For almost two decades, Louis has been a leading advocate in diversity and inclusion for the financial planning industry. Louis has served on the Financial Planning Associations Diversity & Inclusion Committee and the Certified Financial Planners Center for Financial Planning Diversity Advisory Group. In 2018, Louis also was given the award as the See It, Be It Role Model for Investment News Excellence in Diversity, Equity & Inclusion Inaugural Awards.

Part of his endearing passion to give back to the financial planning community and the public was highlighted in 2014 with the prestigious Heart of Financial Planning Award from the Financial Planning Association. Louis was named The Small Business Journalist of the Year by the Los Angeles District Office of the Small Business Administration. Money Magazine named Louis as one of America’s Top Advisors and was chosen by People en Español as a person making a difference in the lives of Americans.
Louis loves to teach and has been an adjunct professor on financial planning. He has published five books on personal finance and entrepreneurship and will release his sixth book, The Go-Better Entrepreneur, in 2023.

Louis has been featured in national and regional publications such as USA Today, The Miami Herald, The Los Angeles Times, People en Español, Success Magazine, Hispanic Business, Senior Market Advisor and Latino Leaders Magazine. He has provided his financial and business insights to national news programs such as CBS Sunday Morning, CNN’s Your Money, CNN’s Your Bottom Line, CNBC, Fox Business News, Aqui Y Ahora and Despierta America on Univision, ABC News, ABC7 Vista LA, KCAL/KCBS, National Public Radio’s Tell Me More and NPR’s Marketplace Weekend Edition. In 2015 and 2016 Louis was part of NPR’s Family Matters live tour at several major universities throughout the United States.

You will be able to see Louis on national television as a financial coach for a new 13 episode series on PBS called Opportunity Knock$. It will highlight families struggling with their finances to make a better life for themselves by introducing them to financial resources available to everyone.

You can follow Louis on Instagram, FacebookTwitter & YouTube.

Episode 217 Highlights:

  • His money story growing up and how it played a role into his career decision of becoming a Certified Financial Planner
  • Pursuing his CFP career and how it came to be
  • What to look for when working with a CFP & how to verify if someone is actually an CFP
  • How he got started as a wealth & business manager to some of the most iconic Latin artists and executives
  • The importance of estate planning, FU funds and having financial freedom
  • His new series on PBS called Opportunity Knock$
  • And more!

Resources mentioned in this episode:

We want to say thank you on behalf of the YQD® community to Louis for being a pioneer in this space. We need so much more culturally competent financial information out in the world. Sending a huge shout out to Louis for being a leader and example of what is possible for us! Gracias!

Loving episode 217? Leave us a review if you’re listening on Apple podcasts and be sure to follow us on InstagramFacebookTwitter and YouTube!

Until next time, stay empowered, stay inspired and #staypoderosa ✨ 

Watch episode 217 on our YouTube channel! Subscribe here.


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Meet Jannese

Jannese Torres is a award-winning Latina Money Expert, Educator, Speaker, Writer and Business Coach. She became an accidental entrepreneur after a job loss led her to create a successful Latin food blog, Delish D’Lites. Now, she helps her clients and listeners build successful online businesses that allow them to pursue financial independence and freedom.

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