Moran Wealth Management® Announces Finance Officer Christian Pineda Has Earned the SE-AWMA™ Designation
NAPLES, Florida – May 21, 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 SE-AWMA™ designation.
The Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™) designation is a specialized certification for financial advisors who work with high-net-worth clients in the sports and entertainment industries. It’s offered by the College for Financial Planning (CFFP), a Kaplan company, and focuses on the unique financial needs of these individuals.
Key aspects of the SE-AWMA™ designation include:
- Specialized Knowledge: The program equips advisors with the skills and knowledge to address the complex financial situations of sports professionals and entertainment figures.
- Niche Focus: It caters specifically to the financial planning needs of high-net-worth individuals in the sports and entertainment sectors.
- Credibility and Recognition: Holding the SE-AWMA™ designation demonstrates expertise and reinforces credibility with clients in these industries.
- Comprehensive Curriculum: The SE-AWMA™ program covers various financial planning areas relevant to these clients, including qualitative planning, investments, tax planning, estate planning, and more.
- Professional Development: It’s designed to help advisors advance their careers and better serve the unique needs of high-net-worth clients in the sports and entertainment world.
“Earning the SE-AWMA™ designation is a proud milestone in my professional journey,” said Pineda. “The program gave me deeper insight into the nuanced financial challenges faced by athletes and entertainers, and I’m excited to bring this specialized expertise to our outstanding clients.”
In his current role, Pineda helps support the firm’s financial operations and internal processes. He plays a key role in budgeting, financial reporting, and ensuring procedural accuracy across departments. He also assists in strategic financial planning efforts that help sustain the firm’s long-term goals.
“We’re incredibly proud of Christian for earning his SE-AWMA™ designation,” said Tom Moran AIF®, Chairman, CEO, and CIO of Moran Wealth Management®. “His commitment to professional growth and dedication to serving our clients at the highest level reflects the expertise we strive to deliver, particularly to clients navigating the complex financial world of sports and entertainment.”
Originally from Somerville, New Jersey, Pineda spent eight years with the United States Marine Corps as a CH-53E Crew Chief Sergeant. He earned dual bachelor’s degrees in accounting and finance from Florida Gulf Coast University, where he served as a police officer for four years with the on-campus department. When he’s not working, Pineda enjoys dancing – especially salsa, merengue, and bachata – and coaching youth wrestling.
For more information on Moran Wealth Management®, call (239) 920-4440 or visit MoranWM.com.
About Moran Wealth Management®
Moran Wealth Management, LLC, is a registered investment adviser offering personalized wealth management services. Registration does not imply a certain level of skill or training. For additional information about Moran Wealth Management, LLC, including its services and fees, request the firm’s disclosure brochure using the contact information above or visit adviserinfo.sec.gov. This communication contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially.