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Chris Moore

Director of Private Wealth @Capitas Financial

Minneapolis, MN, US
MOBILE NUMBERS
+15•••••••72

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WORK HISTORY

Jan 2024 — Present

Director of Private Wealth @Capitas Financial

Minneapolis, MN, US

I am driven by the belief that true success in wealth management is measured by the positive impact we create on the legacies of clients. My commitment extends beyond financial numbers to the enduring influence and meaningful contributions that shape a lasting legacy through strategic insurance solutions.

SKILLS

Wealth ManagementSeries 7InvestmentsSeries 63Estate PlanningSeries 6Financial ServicesFinancial AdvisoryManagementRetirementRetirement PlanningTraining

ABOUT CHRIS MOORE

My main objective is to bring a client-centric approach to the forefront of wealth…

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