Louis Barajas is Appointed President of MGO Private Wealth
MGO Private Wealth is pleased to announce the promotion of Louis Barajas, current Chief Strategy Officer at MGO Private Wealth, to President of MGO Private Wealth. Bringing his extensive experience in private wealth management, Louis will focus on delivering his signature best-in-class wealth management experiences to the firm’s clients. He is based in Irvine, California and Miami, Florida.
“Louis’ passion for his clients is unmatched,” said Robert Roman, CEO of MGO Private Wealth. “He looks beyond the balance in their bank accounts to show them how to use their finances to best enrich their lives—and he remains knowledgeable on the constantly-changing landscape of consumer finance, which keeps him in high demand! His compassion and ambition will lead MGO Private Wealth into the right direction.”
Throughout his career, Louis has worn many hats: business manager, philanthropist, writer, professor, advisor. For MGO Private Wealth, he manages the personal finances for influential American and Latin celebrities, athletes, executives, and other high-net-worth and high-income individuals. He is regularly selected as one of the top 30 business managers in Billboard Magazine and has been featured on Variety Magazine’s Elite Business Managers list.
Louis enjoys giving back and was recognized with the prestigious Heart of Financial Planning Award by the Financial Planning Association. He was named Small Business Journalist of the Year by the Los Angeles Office of the Small Business Administration and one of America’s Top Advisors by Money Magazine.
“Many of our competitors focus only on established wealth. MGO Private Wealth is unique in that it serves established wealth as well as provides tailored services to growing, emerging wealth,” Louis said. “Many of our younger clients require a consumer advocate in underrepresented communities, and we are proud to provide multidimensional financial planning to those who have recently found success.”
As a teacher and writer, Louis has served as an adjunct professor for financial planning and published five books on personal finance and entrepreneurship. His sixth book will be released early next year. He is an active speaker and presenter and his perspectives have been shared in USA Today, The Los Angeles Times, The Miami Herald, the Wall Street Journal and on CBS, CNN, Fox Business News, CNBC, NPR and more.
About MGO Private Wealth
MGO Private Wealth provides comprehensive wealth management services to help clients plan, grow and protect their financial legacy. Our two principals have 55+ years combined experience in private wealth. We take a disciplined, holistic and multidimensional approach to customize services for every client. Our unique approach has positioned us as a trusted advisor for a variety of clients: high net worth individuals, family offices, business leaders, entrepreneurs, entertainment, sports and media including athletes, artists, and entertainers.
ABOUT MGO LLP
One of the fastest growing professional services firms in the country, MGO combines deep industry expertise with proven accounting and advisory solutions to deliver tangible results. Our clients range from global technology and life science leaders to public companies and innovative start-ups – from the largest government entities in the country, to the biggest names in entertainment. MGO is ranked as one of the top CPA firms in the nation by Accounting Today and Inside Public Accounting, and the firm was awarded the ‘Best of Accounting’ designation in Client Satisfaction by the independent research firm.