NAPLES, Florida – October 2025 – Moran Wealth Management®, an investment management firm based in Naples, Florida, providing wealth and asset management services to sophisticated investors, announces that Finance Officer Christian Pineda has earned the Chartered Financial Consultant® (ChFC®) designation.
“Christian exemplifies the professionalism and dedication we value,” said Tom Moran, AIF®, Chairman, CEO, and CIO. “His achievement of the ChFC® designation demonstrates his commitment to ongoing education and excellence, and it further strengthens our ability to serve clients with the highest standards of integrity and expertise.”
The ChFC® designation is awarded by the American College of Financial Services and represents advanced knowledge in financial planning, insurance, income taxation, retirement planning, investments, and estate planning. It requires the completion of a rigorous, multi-course curriculum and adherence to strict ethical standards. With this designation, Pineda is better equipped to provide comprehensive financial guidance that addresses the wide range of client needs and challenges.
In his role at the firm, Pineda supports financial operations and internal processes, assisting with budgeting, reporting, and strategic planning to sustain long-term growth and operational excellence.
“I’m honored to have earned the ChFC® designation and to apply that expertise in my work,” said Pineda. “The program deepened my understanding of financial planning and strengthened my ability to support both clients and the firm. I look forward to using this knowledge to further enhance our financial operations and strategic goals.”