Show notes
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.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.Guest Links:CAPitalize Your Finances- WebsiteCAPitalize Your Finances- Book LinkSocial Links:Follow Chris on InstagramOther Links:The Intelligent Investor - Book LinkSponsorshipsOur podcast is sponsored by Sue Maki at Fairway Independent Mortgage (MLS# 206048). Licensed in 36 states, if you need anything mortgage-related, reach out to her at [email protected] or give her a call at (520) 977-7904. Tell her 2 Bulls sent you to get the best rates available!For anyone trading futures, check out Vantatrading.com. Founded by Mr. W Banks and Baba Yaga, they provide a ton of educational content with the focus of teaching aspiring traders how to build a repeatable, profitable process. You can find our exclusive affiliate link/discount code for Vanta in our free discord server as well!If you are interested in signing up with TRADEPRO Academy, you can use our affiliate link here. We receive compensation for any purchases made when using this link, so it's a great way to support the show and learn at the same time! **Join our Discord for a link and code to save 10%**Check out the custom studies for futures trading over at OrderFlow Labs. We do not receive any compensation for referrals, we just love their community and tools!To contact us, you can email us directly at [email protected] Be sure to follow us on Facebook, Twitter, or Discord to get updated when new content is posted! If you enjoyed this week's guest, check out our directory for other amazing interviews we've done in the past!If you like our show, please let us know by rating and subscribing on your platform of choice!If you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising to help you find more friends, then you can donate to support the show here!China Shop Links:2 Bulls DiscordMiniseries PageChina Shop MerchGuest DirectoryAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy