After some personal life changing events and years of experience at major financial planning, accounting and consulting firms in Southern California, Louis left the "yacht and Mercedes" crowd of Newport Beach, CA. in 1991 to form his own wealth and business planning firm. Louis is the financial and business advisor to people in his community who are also making a difference in their own fields of endeavor. He has created a planning firm for a select group of clients who are inspired to create wealth and use their money to live a better life. His clients are influential people who want to work with someone they can trust to manage their investments and help make important financial decisions. Other clients are people who have more desire than money, but are committed to create wealth to reach their full potential.

Louis graduated from UCLA in 1984, received his MBA from Claremont Graduate School in 1987, and attained a Certified Financial Planner designation from the Denver College of Financial Planning in 1990.

Since 1991, Louis has become a nationally recognized expert in financial and business issues. In his books, speeches, workshops, and consulting, Louis makes the complex and overwhelming world of finance and small business comprehensible, as he teaches people the powerful and practical strategies to achieve Financial Greatness™.

• Louis has published 3 books: The Latino Journey to Financial Greatness, Small Business, Big Life, and Overworked, Overwhelmed, and Underpaid.
• Mutual Funds Magazine named Louis as one of the Top 100 Financial Advisors in the United States in September 2002.
• Louis served on the National Advisory Board for the Journal of Financial Planning from January 2003 to December 2004.
• Louis served on the National Board of the Financial Planning Association (FPA) from January 2004 to December 2006.
• Louis was the small business expert for AOL Latino from 2004 to 2006.
• In May 2006, The Los Angeles District Office of the Small Business Administration awarded Louis The Small Business Journalist of the Year.
• Louis has also been a columnist and contributing writer to many newspapers, magazines, newsletters, and websites.
• Louis has been profiled, appeared as a guest, or quoted in local and national television, radio, and press, such as, CBS Sunday Morning, CNN's - Your Money, Univision's - Aqui y Ahora, ABC7 -Vista L.A., CNBC, ABC NEWS, Despierta America, National Public Radio, USA Today, Los Angeles Times, Miami Herald, Financial Planning Magazine, and People en Español. Louis has also graced the covers of the following magazines: Mutual Funds, Senior Market Advisor, Hispanic Journal, and Hispanic Business.