Advisors at this firm
Daniel G
Series 65
San Diego, CA
International Private Wealth Advisors LLC
Daniel Guillen is a financial advisor at International Private Wealth Advisors LLC with 12 years of industry experience. He holds the Series 65 designation and has worked at several firms, including MGO Private Wealth, Forta Financial Group, Axxcess Wealth Management, and Sentry Pacific Financial Group. Outside of his advisory role, Guillen is involved as a managing member and insurance agent at Private Wealth Insurance Solutions, LLC, serves as president and insurance agent at North Wealth Insurance Agency, Inc., and is a board member of SMRT1 Technologies Ltd. International Private Wealth Advisors LLC provides investment advisory and wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs primarily long-term, customized strategies using diversified mutual funds and ETFs, along with individual equities and alternative investments, managing most client assets on a discretionary basis.
Todd L
Series 66
San Diego, CA
International Private Wealth Advisors LLC
Todd Lunsford is a financial advisor with International Private Wealth Advisors LLC and holds a Series 66 designation. He has 22 years of industry experience, including prior roles at MGO Private Wealth, LLC and Legacy Private Client Group, Inc. In addition to his advisory work, he is licensed as an insurance agent and spends part of his time involved in insurance activities. International Private Wealth Advisors LLC provides investment advisory and wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs customized, primarily long-term strategies using diversified mutual funds, ETFs, individual equities, fixed income, and alternative investments, managing most client assets on a discretionary basis.
Louis B
CFP®, Series 63
Irvine, CA
International Private Wealth Advisors LLC
Louis Barajas is a CFP® with 13 years of industry experience, currently serving at International Private Wealth Advisors LLC. He has held roles at multiple firms, including MGO Wealth Advisors and his own entities such as Louis Barajas, Inc. and Business Management Lab, Inc. Outside of his advisory work, he is involved with the US-LATAM Tax Group, LLC, which he has been associated with since 1984. International Private Wealth Advisors LLC provides investment advisory and wealth management services to individuals, trusts, estates, businesses, and retirement plans. The firm employs primarily long-term, customized strategies using diversified mutual funds, ETFs, and other investment vehicles, managing most client assets on a discretionary basis.