35. Louis Barajas is Helping the Latino Community Achieve ‘Financial Dignity’

The perception that financial planning is “just for rich people” hurts both prospects and advisors. With the help of AI and fintech innovators like Knomee, Louis Barajas believes financial planning can help underserved communities now more than ever.Louis did his dad’s tax returns in pencil when he was 15 because his father could barely speak English and didn’t know he needed to file taxes. After that, Louis committed to learning everything he could about finances so he could help underserved people like his father achieve what he refers to as “financial dignity.” Since then, he has written five books on finance, founded his own financial firm, and now serves on the CFP® board and stars in the series “Opportunity Knocks” on PBS. In this episode, Louis shares how he found his way out of poverty only to return to his community to serve others, how advisors can follow his lead, and how a chance meeting with a famous stranger in a coffeeshop in 1990 changed the course of his life forever.Connect with us! Louis Barajas on LinkedInLouis Barajas, Inc.Marla Sofer on LinkedInKnomee