Louis Guajardo is a CFP-designated registered investment advisor at Moonshot Planning LLC, based in Montclair, CA, with 4 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 8 clients with $770K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included as part of Moonshot Planning's ongoing financial planning service. There is no separate fee for investment management.
Contact
Louis Guajardo
Location
Montclair, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Louis is the founder and CEO of Moonshot Collective, an educational community focused on business and personal finance. He manages the business and creates educational content, dedicating about half of his time to this activity.
Employment History
Current Registrations
Moonshot Planning LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
State Registrations2 states
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