Our Team
We work
For You
At Private Wealth Insurance Solutions, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a strategy that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way.
- 619.379.8603
- dguillen@privatewealthinsurance.com
Daniel Guillen, AIF®, CEPA®
Co-Founder, CEO
With almost three decades of experience in the financial services industry, Daniel enjoys serving those who have been neglected by banks and large brokerage firms.
Before joining Private Wealth Insurance Solutions, Daniel founded Sentry Pacific Financial Group. He focused on using collaboratively designed strategies and curated advisory services to help clients live the retirement lifestyle they dreamed of. He specializes in personal stewardship, retirement income planning, IRA distribution issues, estate and tax planning, and family stewardship.
Daniel is passionate about educating people and helping others achieve financial literacy. As a diversity and financial literacy advocate, he frequently lectures on personal finance topics for various organizations in his community in both English and Spanish.
- 714.376.7865
- lbarajas@privatewealthinsurance.com
Louis Barajas, MBA, EA, CFP®
Co-Founder
Louis has an endearing passion for giving back to the community and helping clients navigate the ever-changing landscape of consumer finance.
Defying the traditional concept of financial and business professionals, Louis focuses on helping people use their resources to live better lives. For Louis, it’s not just about the numbers but about making a difference for the better. After getting his start in 1989, Louis has spent the past three decades as a renowned national speaker, author, media segment expert, and wealth and business manager to some of the most iconic Latin artists and executives in the entertainment and sports industries.
Louis earned and has maintained his CERTIFIED FINANCIAL PLANNER™ designation since July 1990. He also earned his MBA from the Drucker School of Management.
In 2014, Louis was awarded the prestigious Heart of Financial Planning Award from the Financial Planning Association, and he has been named one of the top business managers in the entertainment industry by Billboard magazine five years in a row. He has published five books on personal finance and entrepreneurship.
- 858-321-2369
- Barry@privatewealthinsurance.com
Barry Cunningham, MA, FLMI
President
Barry Cunningham is an advanced planning generalist with national wholesale & retail insurance ties. He is kinetically passionate in building relationships with national insurance carriers, producers and investment advisors for the benefit of our clients and the industry. Barry has 30 years of industry experience, 9 of which he spent in operational management with insurance carriers or Third Party Administrators, the balance being in sales and service for the advanced marketplace.
As a subscriber to lifelong learning, Barry received his Bachelors of Arts, in Psychology and Communications from Point Loma Nazarene University, in San Diego California. He earned his Masters of Arts from the University of Phoenix, in Phoenix AZ. and a Masters in Ministerial Studies from Point Loma Nazarene University. Barry is a Fellow, Life Management Institute (LOMA) and is currently working on his CLU through the American College.
Prior to joining Private Wealth Insurance Barry transitioned from Vice President of Best Practices of America, a retail, Comprehensive, Multi-Disciplinary, Multi-Generational, Wealth Management Organization to a more boutique consulting and insurance services practice.
Barry uses his tools, gifts, talents & resources in support of financial education programs, Barry also serves on the Board for several non-profits. As a bi-vocational minister, he wholeheartedly believes that we make our living by what we get and our life by what we give.
