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.
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” (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.
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*The Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020 Five Star Wealth Managers.