Joining Kyle in the China Shop this week is the host of the CAPitalize Your Finances podcast (and author of the book of the same name), Chris Panagiotu! Listen along as Chris shares his journey, from about his first investment at age 10 to leaving Morgan Stanely and building a practice from scratch. Chris’s story wasn’t all roses though, as he also opens up about dealing with Crohn’s disease at an early age and how overcoming that adversity shaped who he is today.

2 Bulls in a China Shop: Recorded on 07/14/23

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About Chris:

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 CAPitalize Your Finances. In his nearly seven years at Lucia Capital Group, Chris built his practice from scratch, going from $0 to nearly $100M in that timespan.

Chris is a CERTIFIED FINANCIAL PLANNERTM Professional and a Certified and a Chartered Retirement Plans SpecialistSM (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.

Outside of the office, Chris hosts the podcast “CAPitalize” (available on Spotify), serves on the board of ACE, roots for his Oregon Ducks, and most importantly, loves spending time with his wife, Stephanie. He gives thanks to God for every blessing that comes his way.

CAPitalize Your Finances– Website
CAPitalize Your Finances– Book Link

Social Links:

Follow Chris on Instagram

Other Links:

The Intelligent Investor – Book Link


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