Financial Speaker
Talking about money is a lot like getting naked in front of someone. So let's get naked.
Every conversation about money has a deeper, underlying meaning – identity, responsibility, legacy.
In his refreshingly human keynotes, Barjes helps audiences rethink their relationship with money, success, and time. Whether speaking to entrepreneurs, advisors, or leadership teams, Barjes invites people to align their financial choices with what they truly value.
Who is Barjes Angulo?
Barjes Angulo is a financial
strategist, mentor, and speaker who helps self-made business owners
align their wealth with what matters most. With over two decades of
experience, Barjes brings a lifestyle-first approach to financial
advising – one that integrates personal values, business goals, and
long-term vision so life influences work, not the other way around.
A first-generation success story himself, Barjes
understands the challenges and pride that come with carving your own
path. He’s known for guiding clients through life’s financial
complexities with strategic insight, genuine care, grounded
accountability, and a deep respect for their time, families, and
aspirations.
Popular Keynotes
From Transaction to Trust
A practical roadmap for advisors moving from commission-based models to fee-based relationships–covering mindset, client communication, and operational shifts that support long-term growth.
- How to reframe your value from “product” to ongoing guidance
- What clients need to hear during a pricing and model transition
- Structural changes that make a fee-based practice go from stressful to sustainable
The Modern Advisory Practice
An inside look at how virtual resources, smart delegation, and the right infrastructure can free advisors from day-to-day friction without sacrificing quality or control.
- Where virtual support creates the highest leverage (and where it doesn’t)
- How to regain time without breaking compliance or client trust
- Systems that allow advisors to focus on planning instead of admin
Workflow That Works
A workflow-focused session on reducing bottlenecks, clarifying ownership, and creating momentum across advisory teams–so work moves forward instead of piling up.
- How to identify friction points slowing your team down
- Simple workflow structures that improve accountability and follow-through
- Ways to align people, process, and technology for smoother execution
Book an in-person experience.
Use the form to contact Barjes for keynotes, panels, and other live events.
