Louis  Barajas,  CFP<sup>&reg;</sup> - Financial Advisor

Louis Barajas, CFP®

MBA, EA

Wealth Manager - Chief Strategy Officer

MGO Private Wealth, LLC

16815 Von Karman Ave Ste 190
Irvine, CA 92606

MGO Private Wealth, LLC

279 Downs Rd
Tustin, CA 92782

MGO Private Wealth, LLC

55 SW 9th St., #1408
Miami, FL 33130
FINANCIAL ADVISOR'S WEBSITE
(714) 376-7865

General

Louis Barajas is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MGO Private Wealth, LLC in Irvine, CA and the surrounding communities.

Financial Advisor Experience

I have been a Financial Planner since 1985. I am a registered NAPFA Financial Advisor and part of the Garret Planning Network. I am also the author of 5 books on Personal Finance and Small Business. We specialize in Entertainers, Entrepreneurs including Self-Employed Professionals, Educators, and Executives. I am fluent in Spanish. We don't sell any products, nor do I earn commissions or accept referral fees.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent (EA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Business Taxes, Career Change, Cross-border Planning, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Sudden Wealth, Personal Taxes

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