Meet Chris

Financial Advisor

Chris Captain graduated in 2018 with a degree in Finance from Utah Tech University. Chris helps Steve provide individualized planning and investment services for clients. He enjoys learning every day from someone with over 30 years of experience in the financial planning industry.

What do you enjoy most about being a part of Captain?

I enjoy helping clients map out their future and love when they see that their financial goals are achievable. It is also a blessing to have a supportive team around.

What does “improving the quality of our clients’ lives” mean to you?

Life can be full of stress and looking into a financially stable future can be daunting. It is my goal for every client to put their mind at ease by working together to achieve success. Life is meant to be enjoyed.

What keeps you busy when you’re not working?

Getting outdoors, exploring new places, and experiencing the beauty that the world has to offer.

See this advisor’s status, SEC Advisor Info

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Investment Advisory Services offered through Trek Financial LLC, an investment adviser registered with the Securities Exchange Commission. Captain Wealth Management is a marketing name only and does not carry a separate registration. Steve Captain is an Investment Adviser Representative of Trek Financial, LLC. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.