Louis Guajardo, CFP®
Financial Planning for Content Creators
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Serving Clients Nationwide
Financial Planning for Content Creators
Areas of Focus
- Business Owners
- Buying a House
- Cash Flow
- Emergency Savings
- Employee Benefits
- Financial Life Planning
- Financial Planning
- Health Care Planning
- Insurance
- Investing
- Investment Management
- Money Psychology
- Retirement Planning
- Retiring Early (F.I.R.E)
- Risk Management
- Roth Conversion Strategies
- Saving
- Setting Up Retirement Accounts
- Side Hustles
- Tax-Efficient Planning
- Taxes
- Wealth Management
- Women & Wealth
About Louis Guajardo, CFP®
Hi, I'm Louis Guajardo, founder of Moonshot Planning, a financial planning firm built specifically for creators, freelancers, and self-employed professionals.My journey started when I saw firsthand how the industry dismissed talented creators who didn’t fit their usual model. I watched a young creator making more than many people twice her age, yet she had no retirement plan, no tax strategy, and no financial roadmap. When I asked my boss how we could help her, I was told to just ignore her. That stuck with me.
After passing my CFP® exam and launching my own firm, Brighter Days Planning, I realized I’d built something safe and predictable, like everyone else. But when that same creator came back, signed up, and started referring her friends after we built her plan, everything changed. So I burned it down and rebuilt, and that’s how Moonshot Planning was born.
Today, I’m committed to serving the creators, freelancers, and self-employed people that the rest of the industry has overlooked, helping them build personalized financial plans that actually fit their lives and careers.
Outside of work, I stay active and creative. I train in jiu-jitsu and boxing, create content, skateboard, draw, and listen to music.
If you want to connect book a call or find me on socials :)
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Fee Only Network
- Financial Planning Association
Primary Location
Anaheim, CA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch. Book your free Financial Health Check, and we'll walk you through your biggest risks, hidden opportunities, and the exact next steps to get your money under control. I look forward to speaking with you.Offers Investment Management
Yes
About Moonshot Planning
At Moonshot Planning, we are a fee-only financial planning firm built specifically for creators, freelancers, and self-employed professionals who have been overlooked by traditional financial advisory models. Our mission grew out of a clear need we saw in the creator community - people earning real income but without a plan for taxes, retirement, or long-term financial health - and a belief that financial planning should work for them, not against them.We believe financial advice should be accessible, practical, and tailored to how creators actually earn and live. Unlike traditional firms that may dismiss irregular incomes or unconventional career paths, we embrace the uniqueness of the creative economy and design strategies that help you navigate inconsistent cash flow, quarterly taxes, retirement planning, and business decisions with confidence.
Our approach is centered on clarity and empowerment. We begin by understanding your personal and professional goals, then build a financial framework that brings structure to your finances, from automated savings and tax planning to investment strategies and retirement account setup. We help you define priorities and take actionable steps toward financial stability and growth.
We are based in Montclair, California, and serve creators nationwide. Our process is collaborative and grounded in real-world experience, recognizing that creators show up, value thoughtful advice, and deserve planning that celebrates their ambitions rather than fitting them into a one-size-fits-all model.
We operate with transparency and a fiduciary mindset, always acting in your best interest. We focus on customized solutions that reflect your income dynamics, lifestyle goals, and evolving financial needs.
We partner with you every step of the way, from initial financial health assessments to long-term strategic planning, so you can pursue your “moonshot” goals with a clear roadmap, consistent support, and confidence in your financial future.
Education
California State University, Fullerton, Bachelor's degree, Kinesiology and Exercise Science | Santiago Canyon College, Kinesiology and Exercise Science
Volunteer Experience
I'm actively engaged in volunteer work that combines financial education with community service, largely centered around organizations serving underrepresented or vulnerable populations. I volunteer with Savvy Ladies, a nonprofit providing free financial guidance to women facing budgeting challenges, major life transitions like divorce, or abusive relationships — helping them build financial confidence and independence. I also support the Association of Latino Professionals For America (ALPFA), Orange County chapter, helping promote events and occasionally taking on one-off volunteer opportunities. Most recently, this included leading a financial literacy seminar for local teachers, covering key personal finance metrics like burn rate, debt rate, and savings rate. Within the Financial Planning Association (FPA) Orange County chapter, I help spread awareness of NexGen programming, supporting the next generation of planners entering the profession. Finally, I mentor an aspiring financial advisor, offering guidance drawn from my nearly three years of experience owning and operating a Registered Investment Advisor (RIA) firm.
Hobbies and Interests
- Baseball
- Board Games
- Boxing
- Cars
- Family
- Football
- Music
- Photography
- Reading
- Skating
- Snowboarding
- Video Games
SEC Lookup
View DisclosureWho We Serve
- Artists
- Business Owners
- Content Creators
- Contractors
- Couples
- Creative Professionals
- Entrepreneurs
- Financial Independence Retire Early (FIRE)
- Gen Y / Millennials
- Gen Z
- Hispanic | Latino
- Individuals
- Remote Workers
- Single Women
- Women Professionals
- Young Families
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