EP 010: The Importance Of Financial Literacy And Having The Right Advisor with Louis Barajas from Virtual US Financial Advisor

Virtual US Financial Advisor

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EP 010: The Importance Of Financial Literacy And Having The Right Advisor with Louis Barajas

42 minutes Posted Sep 22, 2022 at 5:07 pm.

) What are the C’s of selecting a trusted advisor?

)  Why it’s important to understand the character of the person who will be giving you financial advice

) The importance of your financial planner having some credentials

) Why should financial advisors be comprehensive?

) The problem of lack of communication skills  

) Difference between fiduciary and suitability standard

) What is financial dignity?

) The best financial books

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Louis Barajas joins us in our recent Virtual US Financial Advisors podcast episode. Our guest got his start in finance when he had to help his dad prepare his tax return at the age of 13. He didn’t dream he would one day become the number one financial Latino expert in the country.

Having grown up in East Los Angeles, Louis Barajas was committed to helping underserved populations and consumers struggling with financial challenges. He is driven to help cultural communities by educating them regarding the financial resources that can grow small business owners and other professionals.

He also has appeared on several financial news segments, including CBS Sunday Morning and CNN’s Your Money. In addition, he has been featured in USA Today, The Los Angeles Times, The Miami Herald, People en Español, Hispanic Journal, Hispanic Business, Mutual Funds, and Senior Market Advisor.

Louis gives us insights regarding choosing the right financial advisor using the 8 Cs. First, you will have to see if the person giving you the financial knowledge is committed to the profession. Next, you will have to determine if they have the right character, credentials, and a sound compensation structure. You will also need to see if the advisor is comprehensive, has excellent communication skills, and is connected and collaborative.

Tune in now to know why your financial advisor must act as a fiduciary with strong financial dignity.

Louis Talks About:

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More About Louis

In 2019, Louis was named in the Top 100 Financial Advisors by Investopedia. He has been a professional speaker for over 15 years and has developed sponsored programs to enhance financial literacy.

You can reach out to him via his website: https://louisbarajas.com/

LinkedIn: https://www.linkedin.com/in/louis-barajas-mba-cfp%C2%AE-ea-17287b4/

DISCLAIMER

The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investment, legal or tax advice. Always seek the advice of your financial advisor or other qualified professionals with any questions you may have regarding your business or personal planning.

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