Before he was a father, husband, author, podcast host, business owner and CERTIFIED FINANCIAL PLANNER TM Professional, Chris was born for the life of guiding others to true financial success. Christopher A. Panagiotu, the CAP in CAPitalize, was introduced to investing at the tender age of 10. Fast forward to 18 and he accepted an internship at one of the largest wire house firms in the world, UBS. After three quick years of college at the University of Oregon, something was not sitting right with him, so he joined Morgan Stanley for a short stint where he quickly realized corporate life was not in his wheelhouse. Chris was extremely blessed to have discovered Lucia Capital Group and in 2015 he began his journey to grow what is now his business, CAPitalize Your Finances, LLC. In his nearly seven years at Lucia Capital Group, Chris built his practice from scratch, going from $0 to nearly $100M in that timespan. Today, Chris proudly runs his financial planning business, CAPitalize Your Finances, LLC, located in Fircrest, WA, roughly five minutes from where he grew up and the CAP in CAPitalize's journey began. Chris is a CERTIFIED FINANCIAL PLANNER TM Professional and a Certified and a Chartered Retirement Plans Specialist SM (CRPS®, conferred by College for Financial Planning). He holds the following licenses with LPL Financial: series 7, series 66. In 2020, Chris was recognized as a Five Star Wealth Manager by the Seattle Times. The CAP in CAPitalize is not your average financial advisor or financial planner by any means. Chris is the original CAPitalizer: one who is absolutely obsessed with profoundly understanding there is to know about their passion. This translates to a striving push to perfection for clients’ outcomes and although there is no such thing as perfect, a CAPitalizer does not need to justify their knowledge with big words from Wall Street, complicated graphs, charts, or talking over people. A CAPitalizer wins based on loyalty, stewardship, unwavering commitment to their family, friends, clients, and colleagues, which results in the overall growth and positivity within the CAPitalizer’s community. This is what Chris is all about. Outside of the office, Chris hosts the podcast “CAPitalize Your Finances” (available on Spotify and Apple Podcast), as well as a keynote speaker on a variety of topics such as financial advice, financial planning, sales, health and wellness and comprehensive life coaching.
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