This is CAPitalize Your Finances, the show representing you, a select group of excited, ready and fired up listeners seeking to potentially maximize your money moves and get after it. We don’t settle for generic advice of always and nevers. Our currency is our intellect and we constantly seek the logical way of likely creating advantages to potentially maximize wealth for our personal and unique situations. This show brings you the step-by-step framework to CAPitalize your finances in the aspects of your financial situation and we strive to explore strategies and ideas to potentially help you CAPitalize on your financial decisions. We are CAPitalizers and this is our show!
Christopher A. Panagiotu is a wealth advisor in the Fircrest office of Lucia Capital Group. As a wealth advisor primarily serving the Pacific Northwest, Christopher provides comprehensive financial planning services for his clients and is versed in employer sponsored retirement plans. He is a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Retirement Plan Specialist (CRPS®, conferred by College for Financial Planning). For more on Chris, you can read his full bio here.
Some financial “rules” are meant to be broken. Learn which ones may not apply to your situation with Johnny Dean and Rick Plum on Managing Your Financial Future.
Listen now
