Louis Barajas

  • Learning to Speak Your Client’s Language

    By Olivia Mellan  |  February 1, 2012

    The best financial advisors know how to tune into each client’s money history and individual story.

  • How Advisors Can Deal With Client Cultural Differences

    By Olivia Mellan  |  December 27, 2011

    Some advice for advisors on how to interact with clients who different cultural perspectives.

  • FPA Spotlight

    By Staff Writer  |  July 1, 2008

    At its annual conference in Boston this October, the Financial Planning Association will assemble a stellar panel to discuss "Cross-Cultural Financial Planning: Making a Business...

  • Minority Report

    By Olivia Mellan  |  July 1, 2008

    Our nation is often described as a melting pot, but I think it's also somewhat like a popcorn popper. People from different cultural backgrounds are...

  • Strong Roots

    By Alan Gersten  |  June 1, 2006

    To Luisa O. Nemati, financial planning for Hispanics is comparable to nutritional planning for a family -- except an advisor is feeding the financial needs...

  • Louis Barajas

    By Staff Writer  |  August 1, 2003

    Things were falling apart. Louis Barajas had been sailing along serving high-profile clients in Newport Beach, California, when his personal life unraveled. His grandmother who...