Meet Us
Meet Us
Co-Founder & CEO
Louis Barajas
Contact Louis
- 714.376.7865
- Louis@ipwadvisors.com
Co-Founder & COO
Daniel Guillen
Contact Daniel
- 858.338.3498
- Daniel@ipwadvisors.com
Company Maxims
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Hire Heart over skills. People with good hearts intuitively do the right thing. We can teach skills but we can’t teach “Heart”.
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It’s Not What You Know That Matters, It’s What You Do That Matters. Execution trumps planning.
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Treat It Like Your Own. No one cares how much how much you know, until they know how much you care.
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Learn the ABCD’s of Your Job. Always be connecting dots. Always ask what am I missing?
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Dive ‘Till You Touch Bottom. Don’t use a band-aid approach to solve a problem. Get to the root cause.
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No Que No? There is a solution to every problem. Don’t take NO for an answer.
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Teams over individuals to create a worry-free and hassle-free experience for every client.
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Climb the Ladder. Keep perspective on what matter most. See the bigger picture.
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Turn the Turtle. No one is ever left behind. This is the HEART of our Firm.