Check the background for Christopher Panagiotu on FINRA's BrokerCheck.
Chris Panagiotu, CRPS® is a financial advisor at Lucia Capital Group. Prior to joining the firm, he worked for Morgan Stanley and interned for UBS. Chris graduated from the University of Oregon with a degree in business administration and currently holds the following industry licenses: insurance, Series 7, and Series 66.
As a financial advisor primarily serving the Pacific Northwest, Chris provides comprehensive financial planning services for his clients. Chris is well versed in designing and implementing portfolios utilizing The Bucket Strategy® and focuses on planning areas such as tax-efficient withdrawal strategies, alternative investments, and long-term care (among many other retirement planning strategies).
Outside of work, Chris competes as a drug-free bodybuilder, is on the board of the Pierce County YMCA, and attends University Place Presbyterian Church.
Chris Panagiotu is a registered representative of, and offers securities through, Lucia Securities, LLC, member FINRA/SIPC. Advisory services offered through Lucia Capital Group, a registered investment advisor. Lucia Securities, LLC is a wholly owned subsidiary of Lucia Capital Group. Morgan Stanley, UBS, the Pierce County YMCA, and University Place Presbyterian Church are not affiliates of Lucia Capital Group.