Christopher Panagiotu, CFP®, CRPS®, SE-AWMA®

Christopher Panagiotu, CFP®, CRPS®, SE-AWMA®

Book Author @ CAPitalize Your Finances

About

My purpose: To grow myself in all aspects of my life so that I can not only be a steward to my character, but instill the same mindset in those that aspire to be great. Don't be shy! Take a deeper dive into who I am: https://capitalizeyourfinances.com/meet-the-team/christopher-a-panagiotu/ https://capitalizepodcast.com/ https://capitalizebooks.com/

Country

United States

City

Greater Seattle Area

Industry

Financial Services

Skill

Direct Sales, New Business Development, Sales Processes, Business Coaching, Customer Service, Leadership, Public Speaking, Management, Financial Analysis, Investments, Sales, 401(k) Retirement Savings Plans, Team Building, Teamwork, Time Management, Mutual Funds, Retirement Planning, Financial Planning, Marketing, Finance

Experience

CAPitalize Your Finances

Book Author

CAPitalize Your Finances

LinkedIn
2024-11 - Present · 1 yr 11 mos

University Place, Washington, United States

In CAPitalize Your Sales, Christopher A. Panagiotu offers an invaluable guide, crafted from his personal journey of professional development. More than just a resource; it's the mentor Chris wished he had during the early stages of his career. Distilling insights from over 20,000 hours of dedicated work in building his business, podcast, and brand, Chris shares a wealth of knowledge that led him to generate over $1,000,000 in annual revenue, starting from his humble beginnings in an apartment. Unlike typical sales books that often peddle superficial tactics, CAPitalize Your Sales delves into the art of sincere, genuine salesmanship. Chris's approach transcends traditional sales techniques, elevating its audience from mere salespeople to CEOs of their professional and personal lives. The guidebook takes readers on a chronological journey through Chris's career, offering full disclosure and showcasing his financial triumphs to demonstrate the effectiveness of his methods. Aiming for true sales mastery, CAPitalize Your Sales is a treasure for a wide range of aspiring professionals - from those just embarking on their sales career to CEOs steering large companies, and anyone in between with a dream to conquer the sales mountain. Chris's story is a testament to the fact that with the right guidance and strategies, achieving remarkable financial success is within reach for everyone. If Chris can earn approximately $5,500,000 in 9 years with a lean team, so can you!

CAPitalize Your Finances

Book Author

CAPitalize Your Finances

LinkedIn
2022-7 - Present · 4 yrs 3 mos

University Place, Washington, United States

Heralded as “well-researched, plainly written, and full of character” by the former CMO of E*Trade, CAPitalize Your Finances is the refreshingly approachable go-to book for those who are looking for simple steps to take them above-and-beyond in their financial lives. Respected financial author, podcaster, and trusted wealth manager Christopher A. Panagiotu has crafted a book that avoids the ethereal hype of most financial “self-help” books -- which, unfortunately, often deliver little more than momentary motivation (without practical tools), feel-good inspiration (without results-focused strategy), or entertaining stories (without regard for the reader's story or financial goals). A stark contrast to those other books, Panagiotu's book cuts straight to the heart of what you need to do to ensure your personal or family finances are top notch. CAPitalize Your Finances offers an easy-to-understand framework that readers can follow during any season of their lives. Whether you’re just beginning to express interest and commitment to personal finance, at the pinnacle of your career, winding down into retirement, or thinking about your legacy for future generations, CAPitalize Your Finances walks you through every step you need to succeed -- on your terms and with your own values and passions guiding you.

CAPitalize Your Finances

Owner

CAPitalize Your Finances

LinkedIn
2022-2 - Present · 4 yrs 8 mos

Fircrest, Washington, United States

Welcome to CAPitalize Your Finances We are NOT your everyday financial advisors or financial planners; we are CAPitalizers. What is a “CAPitalizer,” you ask? A CAPitalizer is someone who is obsessed with empowering people to bet on themselves. At Capitalize Your Finances, we want you to not just be financially healthy, we want to inspire you to be CAPitalizers! Our goal is to have our clients, both existing and new, grow to be confident with their finances. But more importantly than that, we want you to conquer every aspect of your financial life. Always remember: You control your finances; your finances don’t control you. Welcome to CAPitalize Your Finances. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. CRPS conferred by College for Financial Planning.

CAPitalize your Finances Podcast

Podcast Host

CAPitalize your Finances Podcast

2022-2 - Present · 4 yrs 8 mos

University Place, Washington, United States

CAPitalize Your Finances is a 15-30 minute show hosted by Certified Financial Planner Christopher A. Panagiotu, the CAP in CAPitalize, where he guides you through every aspect you need to know in order to CAPitalize Your Finances to the fullest. Whether it is just CAP or his guests, that have ranged from top investors to real estate experts to world-renowned financial researchers and beyond, CAP is here to lead you to the promised lands. CAPitalize Your Finances is 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.

Lucia Capital Group

Podcast Host

Lucia Capital Group

LinkedIn
2021-1 - 2022-2 · 1 yr 2 mos

University Place, Washington, United States

CAPitalize Your Finances is 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.

Lucia Capital Group

Certified Financial Planner

Lucia Capital Group

LinkedIn
2015-5 - 2022-2 · 6 yrs 10 mos

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. CRPS conferred by College for Financial Planning.

Education

University of Oregon Lundquist College of Business

University of Oregon Lundquist College of Business

LinkedIn

Business Administration and Management, General

Christopher Panagiotu, CFP®, CRPS®, SE-AWMA®'s Contact Information

Email

******@***.com

Phone

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