A Fresh Approach to Wealth Management

Personal CFO Services

Our wealth management firm takes the worry and hassle out of financial planning

Investment Management

Invest in your FUTURE!

Let Louis and his team help you invest for your most important life goals.


We are a fee-only financial planning firm and receive no income in commissions or referral fees. To be able to provide our clients with the greatest access and value for their money, we have created several avenues for them to work with us. We want you to feel confidant that you are receiving advice that is conflict free, transparent, and ethical to give you the peace of mind that you are making the best financial decisions.

We save our clients money by helping them avoid potentially costly mistakes such as:

  • Spending that doesn’t reflect your goals and current financial situation

  • Selecting investments that do not align with your goals, time horizon, and risk tolerance

  • Overlooking key tax-advantaged strategies

  • Being over insured or under insured

  • Missing out on key employer benefits

  • Not preparing for retirement

  • Not being prepared for your kid’s college costs

  • Ignoring the costs of not having an estate plan in place

Annual flat retainer fee
Engagement Period: 12-months, renewable 
Income-to-Wealth (ITW) clients: Fees typically rangefrom $4,200 to $7,200
Wealth Management clients: Fees typically range from $7,200 to $18,000

Investment Management (Only)

Average fee is 1% of assets under our management
Minimum $25,000 of assets required to start
Annual fee billed quarterly, deducted directly
from your investment account

Hire Me To Speak

Over the years Louis has become a nationally recognized expert in financial and business issues and a sought-after speaker because of his passion for inspiring people to see finances through the lens of Financial Dignity™. He has been across the nation personally speaking to; small business and employee organizations, college campuses and non-profit organizations, Fortune 100 companies, national and regional financial, business, and educational conferences. Louis has also spoke at sponsored events for Intuit TurboTax, Bank of America, Sprint, Verizon, Visa, Wells Fargo, K Mart, Ford, Microsoft, Citibank, and many others giving seminars, speeches, and workshops.

Some of Louis’ speaking topics have included:

–  Six Figures and Still Struggling – How to Overcome the State of Feeling Financially Stuck!
–  The Journey to Financial Greatness – The Path to Wealth and Happiness
–  Fathers and Finances – Lessons in Financial Responsibility
–  The Employee’s Journey to Financial Greatness
–  The Couples Guide to Financial Greatness – Steps to Financial Relationship Bliss
–  S.A.V.E. Yourself – How to Rescue Yourself From Financial Worry
–  From Wall Street and Main Street to MY STREET – Financial Lessons for the Rest of US
–  Overworked, Overwhelmed, and Underpaid – Simple Steps to go from Financial Stress to Success
–  Small Business, Big Life for Women – Seven Secrets to Go Beyond Business Success
–  Small Business, Big Life – The Entrepreneurs Way to Happiness

Louis has been featured in numerous publications such as: USA Today, The Los Angeles Times, The Miami Herald, People en Español, Hispanic Journal, Hispanic Business, Money Magazine, Mutual Funds Magazine, and Senior Market Advisor Magazine. He has provided his business and financial insights to national news programs such as: CBS Sunday Morning, CNN’s Your Money, CNN’s – Your Bottom Line, CNBC, Univision’s Aqui y Ahora, ABC News, KCAL9 News, National Public Radio’s – Tell Me More, and American Public Media’s – Marketplace Money.

All of Louis’ speaking events, seminars, and workshops are all unique and structured around your specific organization’s needs. For more information and scheduling please fill out the form below or give us a call!

or call (714) 206-1100

Top 5 Reasons To Work With Me

You Want To Change Your Life

As a FIDUCIARY, we are legally obligated to keep you and your family’s best interest when providing advice.

We DON’T accept a penny in Commissions or Referral Fees (no kickbacks)

               – Ever!


Our firm was founded in 1991 with the promise that we were going to provide REAL PLANNING for REAL PEOPLE. And that means that not every solution is ever resolved with a financial product.

We have kept our promise since the beginning.

We are truly committed to the profession of financial planning and we are leaders in the industry in providing financial consumer advocacy, diversity, and access.

We provide access to all individuals who are serious about improving their finances. Whether you want to pay hourly for advice, be an annual recurring client, or want investment advice without having to have a minimum amount of assets, we are here for you!

Scroll to Top