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Louis Barajas has created a successful Fee-Only Practice working with the fastest growing demographic in America, the Hispanic community. He often refers to the people he works with, not as those on Main Street, but on My Street (the community in which he grew up in – A Barrio from East Los Angeles, CA). Louis will discuss the critical importance of helping the underserved, providing real-life examples of what financial planning looks like when your clients are not high-net worth. Also discussed are the challenges faced by planners serving this population and how they are shaping the future of financial planning. Louis is a five time author and regular financial contributor for CNN and NPR.
Speaker: Louis Barajas, CFP®
Complexity Level: Overview