Better Call Daddy 327. From Diapers to Dollars: A New Father’s Guide to Growing a Profitable Finance Business: Christopher Panagiotu
What's your best investment? According to today's guest, Christopher Panagiotu life on Earth is more than just existing – it's a continuous journey of growth and learning. We must keep moving, evolving, and seeking new experiences to truly live fulfilling lives.
Welcome back to another episode of Better Call Daddy! In today's episode, we delve deep into the fascinating and thought-provoking journey of Christopher Panagiotu.
At the heart of this interview is the exploration of life's purpose and the power of personal growth.
Christopher shares his experiences of overcoming a challenging relationship with his father and the profound impact it had on his path to becoming the person he is today.
With faith as his guiding light, Christopher discovered the importance of staying in motion and continuously striving for growth.
Join us as we unravel the significance of choice, love, and faith in shaping one's legacy. Get ready for a deeply inspiring conversation that will leave you pondering your own purpose in this journey called life. And when in doubt, Better Call Daddy!
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 time span.
Chris is a CERTIFIED FINANCIAL PLANNERTM Professional and a Certified and Chartered Retirement Plans SpecialistSM (CRPS®, conferred by the College for Financial Planning). He holds the following licenses with LPL Financial: series 7, and 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 what 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, and 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), 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.
Connect with Chris linktr.ee/capitalizeyourfinances
Kate Colbert, Nick Hutchinson from Bookthinkers, thanks for the questions.
The books mentioned in the episode
The Intelligent Investor by Benjamin Graham
The Joys of Compounding Gautam Baid
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