Capitalizing on Life

Guts, Grit & Great Business®

With Christopher Panagiotu, a father, husband, author, podcast host, business owner, and CERTIFIED FINANCIAL PLANNER™ Professional, he discovered his love for guiding others to true financial success early on. Introduced to investing at the age of 10, Chris took his passion further by interning at UBS at 18 and later joining Morgan Stanley, only to realize his true calling was beyond the corporate world. In 2015, he started his journey to build CAPitalize Your Finances, LLC, focusing on providing clients with personalized, growth-driven financial planning services.

Today, Chris runs his firm in Fircrest, WA, just minutes away from where his story began. Over nearly a decade, he has built CAPitalize Your Finances into a thriving business, known for its commitment to client success and community engagement. Chris is not only a CERTIFIED FINANCIAL PLANNER™ Professional but also a Chartered Retirement Plans Specialist℠ (CRPS®) and the proud host of the “CAPitalize Your Finances” podcast, where he shares his insights on financial well-being, life coaching, and more. As a keynote speaker, Chris inspires audiences on topics ranging from finance to health, offering down-to-earth, jargon-free guidance aimed at helping others CAPitalize on their potential.

Join our conversation with Christopher as he emphasizes the power of investing in oneself and the importance of keeping financial planning simple. Chris reveals his unique approach to understanding client needs without resorting to overly complex strategies. He also reflects on his experience at Lucia Capital Group, where he built his practice from scratch to nearly $100 million, highlighting the role of financial literacy and efficient wealth management in achieving long-term stability and freedom. Tune in to this episode to gain valuable insights into creating a personalized, growth-driven financial path that leads to true financial success.

To listen to the podcast and access the show notes and any other resources mentioned in this episode, visit us at www.legalwebsitewarrior.com/podcast.