Meet Us

Meet Us

Co-Founder & CEO

Louis Barajas

Louis Barajas has strived to redefine what it means to be a wealth and business expert. Rather than limiting his scope to the size of the client’s bank balance, investment portfolio, or retirement account, his approach has always been to show people how to use their finances to enrich their lives. Louis connects with people through their passions, their dreams, and their sometimes-challenging situations of life. The ever-changing landscape of consumer finance has helped to transform Louis into an international renowned speaker, author, media segment expert, and wealth & business manager to some of the most iconic Latin artists and executives in the entertainment industry for over three decades. He is a highly sought-after keynote speaker and presenter for some of the most influential organizations in the United States.
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Co-Founder & COO

Daniel Guillen

Prior to co-founding IPWA, Daniel founded Sentry Pacific Financial Group, where he helped individuals transition to the retirements they envisioned through collaboratively designed strategies and curated advisory services. He now helps investors, CEO founders and entrepreneurs develop comprehensive plans to maximize enterprise value, optimize wealth and legacy, mitigate risk, and facilitate the successful transition of their businesses and other appreciated assets, like real estate or stocks, while incorporating the desired cash flow and tax minimization strategies.
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Company Maxims

  • Hire Heart over skills. People with good hearts intuitively do the right thing. We can teach skills but we can’t teach “Heart”.

  • It’s Not What You Know That Matters, It’s What You Do That Matters. Execution trumps planning.

  • Treat It Like Your Own. No one cares how much how much you know, until they know how much you care.

  • Learn the ABCD’s of Your Job. Always be connecting dots. Always ask what am I missing? 

  • Dive ‘Till You Touch Bottom. Don’t use a band-aid approach to solve a problem. Get to the root cause.

  • No Que No? There is a solution to every problem. Don’t take NO for an answer.

  • Teams over individuals to create a worry-free and hassle-free experience for every client.

  • Climb the Ladder. Keep perspective on what matter most. See the bigger picture.

  • Turn the Turtle. No one is ever left behind. This is the HEART of our Firm.