The Impact of Culture in Financial Planning

Discover Louis Barajas’ journey from running a successful wealth management business to reconnecting with his culture to give back and impact his childhood neighborhood.

• Examine how cultural biases and superstitions can prevent people from achieving financial success
• Understand how to help overcome cultural barriers
• Discuss the importance of training others in underserved communities in the field of financial planning

Louis Barajas, MBA, EA, CFP®, AIF® Wealth & Business Manager is an advocate for underserved communities. Hear about his journey from running a successful wealth management business to having to relearn how to connect with his culture so that he could give back and have an impact in the neighborhood he was raised. He is now giving back both with his financial advise and by creating a program to train others in underserved communities in the financial planning field.