Louis Barajas on Returning to the Barrio, Changing Cultural Beliefs, and Helping with EI Camino a la Grandeza Financiera

June 2006
Journal of Financial Planning;Jun2006, Vol. 19 Issue 6, p18
Academic Journal
The article presents an interview with Louis Barajas, founder and president of Wealth & Business Planning of Santa Fe Springs, California, which specializes in financil planning for Latinos. Topics discussed include the difference between the terms Latino and Hispanic, his early years in the financial planning business, the articles he has written for "Open Your Eyes" magazine, the disconnect between entrepreneurialism and financial prosperity, why dropout rates are high for Latinos, and hurdles that American businesses face in gaining Latino customers. INSET: Who Are They?.


Related Articles

  • Louis Barajas: Working from the Heart. Opiela, Nancy // Journal of Financial Planning;Aug2000, Vol. 13 Issue 8, p126 

    Profiles Louis Barajas, founder of a Los Angeles, California-based financial planning and accounting firm dedicated to working with the underserved Hispanic market. His goal in transforming the community's attitudes toward money and finances; How he market to the Hispanic community; Comments...

  • Planning Profession Good in Bad Times...  // Journal of Financial Planning;Aug2008, Vol. 21 Issue 8, p12 

    The article discusses an expected growth in the number of financial planners in the U.S. According to the article, it is expected that there will be a 41% growth in the number of financial planners from 2008 through 2016. Reasons given in the article for the anticipated growth of financial...

  • Who are you? I really wanna know. Santi, Pragash // Money Management;4/10/2008, Vol. 22 Issue 12, p16 

    The author reflects on the significance played of financial planner to every Australian taxpayer. He asserts that financial planner helps in the establishment of the wealth of Australian taxpayer. He also connotes that financial planner assists each taxpayer in meeting the financial goals....

  • Wealth Management for Recent Widows and Widowers. Rose, Mitchell // Financial Planning;Dec2006, Vol. 36 Issue 12, Special section p14 

    The article offers advise for financial planners on managing wealth of recent widows and widowers. Tasks that need to be addressed immediately by financial advisors include paying funeral expenses, gathering documents, collecting benefits and identifying assets and liabilities. Some of the...

  • The Right Collar. McGee, Suzanne // Financial Planning;Mar2007, Vol. 37 Issue 3, p57 

    The article discusses how financial planners maintain an equity-rich portfolio for risk-averse clients. Equity derivatives such as equity collars offered by investment barks to high-net-worth investors can be a protection for clients. Clients are ensured to only lose a predetermined amount on a...

  • Entering Your Client's Secret Garden. von Borstel, Wayne // Advisor Today;Jan2009, Vol. 104 Issue 1, p12 

    The author reflects concerning financial planning through enhancing value by having intimate conversations with the client. According to him, he recognized that there was an inverse ratio on his practice income received to time invested and realized that planning was more important. He concluded...

  • Corporate Adviser Awards 2016 - shortlist announced. Greenwood, John // Corporate Adviser (Online Edition);12/17/2015, p1 

    The article announces the finalists of the 2016 Corporate Adviser Awards, which were unveiled on January 11, 2016, and will take place on February 11, 2016, in London, England. It includes information regarding the host of the event, people who are celebrated through this award, and, information...

  • How to Unplug. Barack, Lauren // REP.;Sep2014, Vol. 38 Issue 9, p77 

    The article suggests several digital tools and software applications financial advisors and wealth managers can use to avoid distractions at work that include Virtual Weight Index on thedigitaldietbook.com, Rescue Time on rescuetime.com, and Net Nanny on netnanny.com.

  • Hispanics Are Seen as Ripe Clients for Wealth Business. Ryst, Sonja // American Banker;5/14/2008, Vol. 173 Issue 93, p16 

    The author reports on the practices of banks in regards to marketing their wealth management services to Hispanic-Americans. According to the article, most banks are not marketing their services towards Hispanic-Americans. The percentage of Hispanic-Americans with assets of more than $20,000 is...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics